Specialist SMSF Solutions are authorised representatives of Politis Investment Strategies Pty Ltd and offer personalised financial planning, professional investment management, account administration services and self-managed superannuation solutions. ARE YOU?
- frustrated with the lack of transparency of your existing superannuation
- interested in alternative options for managing and investi
ng your own superannuation investments, such as borrowing to acquire property
- concerned about whether your current superannuation will be enough to provide for the lifestyle you want in retirement
- wanting to retire soon but unsure as to whether (or when) you can afford to
- looking to protect and preserve the wealth you have already accumulated in your SMSF
WE HAVE THE SOLUTION
Specialist SMSF Solutions provide a unique service offering to clients who want to take control of their retirement. WHAT DOES THIS MEAN FOR YOU?
- One Specialist Advisor -all our advisors are qualified Chartered Accountants and licenced Financial Planners, which allows us to provide you with comprehensive financial, taxation, accounting and superannuation advice, all at once.
- One Advisor Fee - our Specialist Advisor approach means that you avoid duplication of fees experienced by clients under a traditional SMSF administration and advice model. Our fees are fixed, so there are no surprises, agreed up front before we do anything, and most importantly, not commission or product driven.
- One Tailored Solution - we work with you to review where you are financially, identify where you need to be to achieve the lifestyle you desire in retirement, propose a strategy to best reach those goals, and most importantly, guide you and monitor your progress.
