Generally, most super funds have a range of investments, from shares to property and cash. Depending on your fund’s allocation, you may be missing out on thousands of dollars in potential earnings or putting your savings at risk. At On Point Wealth, we will work with you to determine your investment profile (your super investment preferences) and tailor an investment…
Depending on your date of birth, you may be eligible to commence a Transition to Retirement strategy. This could be an opportunity to slow down, work less hours and think about your preferred retirement lifestyle. There are many variables to consider, such as your super balance, income, work status, health, age etc. On Point Wealth can help build the right…