Superannuation & Retirement Planning – Preparing Your Future


Put simply, it’s a way to save for your retirement.

It’s also probably one of the most avoided topics in Australia. Most Australians don’t want to talk about it, don’t want to think about it, and don’t want to hear about it.

But superannuation is a vital element in retirement planning. And retirement planning is incredibly important. After all, you can’t spend your whole life working. When you retire, you’ll want an income to live on. By starting to plan today, you can ensure you’ll have one.

Some Perspective

To put things in perspective, ask yourself this question: how much time did you spend planning your last holiday? Have you given the same thought to your retirement and superannuation?

At K2 Wealth, we’re not asking you to personally spend the same amount of time planning your retirement as you did your last holiday. What we are asking you to do, however, is to sit down with us in your home or our Brisbane office to discuss your situation. Then, let us spend the time to create a suitable game plan for your retirement and superannuation, with a strategy that’s tailored to your needs, goals, and circumstances.

How We Help

If you have more than one superannuation fund, the first thing we’ll do is consolidate your money in a single fund. This can save you hundreds of dollars a year in fees and charges.

In choosing which fund to put your money in, we consider and compare fees, charges, and benefits, then select the most appropriate fund for your circumstances. This may even mean setting up a self-managed super fund.

Next, we help you create a strategy and plan to achieve your retirement goals.

When creating your retirement plan, we look at your retirement goals, and develop a strategy and plan for realising them. This includes ensuring you have the right insurances and financial foundation to build on. We also make sure you understand how much money you can contribute to super, so you don’t run into any trouble from a tax perspective.

Getting Your Game Plan On

We’ve spent years helping people in Brisbane and surrounds with superannuation and retirement planning.

For a free initial meeting to discuss your situation and retirement goals call K2 Wealth today on (07) 3368 2002, or send us a message. We look forward to helping you prepare for the future with a sensible and appropriate retirement plan.