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More information on Superannuation & Retirement Planning

Murdoch InsureInvest Pty Ltd offers a financial planning service.

David Murdoch, Mark Johnson, Gretchen Schubert & Sue DeGaris are representatives of Murdoch InsureInvest Pty Ltd which holds an Australian Financial Services Licence No 247118. As representatives of Murdoch InsureInvest Pty Ltd they have access to a variety of financial service products that can help you to achieve your short and long term goals. Please contact us for issues concerning;

• redundancy package options
• regular savings program
• wealth creation
• superannuation advice
• building superannuation portfolios thru salary sacrifice
• assessment of current investment portfolios and financial situations
• superannuation splitting
• transitional retirement strategies

Wealth Creation Strategies - Financial Planning

Financial Planning is the process of understanding your needs and determining appropriate wealth management strategies to suit your future financial requirements.

Superannuation

By placing additional super either as Salary Sacrifice or Lump Sum contributions can quickly build up retirement funds. Please contact us if you require information on the tax advantages of increased superannuation contributions.

Education Funding

Placing regular amounts into investments for you child's future educational requirements.

Do you have "lost" superannuation funds?

There is currently over $4.5 million in lost super and some of this money could be yours. The Murdoch InsureInvest Pty Ltd has a service by which we can locate this money and roll it into an existing fund, whereby this increases your Superannuation worth and can save you a lot in fees and charges.

IMPORTANT: General Advice Disclaimer

Any advice on this page is provided by Murdoch InsureInvest Pty Ltd and its financial planners as Representatives of Murdoch InsureInvest Pty Ltd ABN 99 105 567 995, Australian Financial Services Licensee No 247118.

The advice is not based on your personal objectives, financial situation or needs. Accordingly you should consider how appropriate the advice is to those objectives, financial situation and needs before acting on the advice and, before buying any financial product, you should read the current product disclosure statement.

There is no remuneration or financial benefits received by Murdoch InsureInvest Pty Ltd or its representatives in relation to advice provided on this page.