Atlas Financial Services can provide you with up-to-date advice on your superannuation and retirement as they apply to you.
We assist in developing custom financial plans and strategies to suit your needs and can provide financial projections so you know what to expect, no nasty suprises.
No matter what stage you're in Atlas Financial can help you out.
Pre-Retirement
If you are new to the work force we can help you set up a super fund. For those that have been working for some time, we are guessing you have worked at a few places and probably have multiple super accounts.
Atlas Financial Services can help you :-
- Establish a super fund
- Consolidate multiple super accounts into one
- Advice you on how you could purchase property with your super
- Manage your superannuation investments to maximise growth
(Rod Deutschbein is an authorised representative of AFSL 240938 AR# 317717) - Review your existing superannuation accounts
Transitioning into Retirement
Atlas Financial Services can help you :-
- Setting up non-commutable allocated pensions (NCAP) from age 55 which can assist in growing your super and reducing your tax
- Managing your NCAP portfolio to maximise growth and protect your capital
In Retirement
Atlas Financial Services can help you :-
- Rolling your super into an allocated pension
- Managing your allocated pension investments to protect your capital
- Assess your eligibility for social security benefits
Rod Deutschbein (ASIC registered financial adviser #317717) and JV Global Enterprises Pty Ltd (ABN 28 103 234 742) t/a Atlas Financial Services operating under AFSL 523831 are authorised by Templestone Financial Services Pty Ltd (ABN 99 641 075 952) AFSL 523831 to provide financial services.
Atlas Financial Services is a full MFAA Member, an AFCA member and holds ASIC Credit Licence #378212.