Not sure where to start or what to do with your superannuation? No worries! We can provide you with education, expert advice and services to help manage your superannuation, meet your retirement income goals and secure a resilient financial future. We’ll ensure you don’t lose out on any potential money and/or benefits and make your superannuation easy to manage.
Get educated and equipped with advice and services to help you understand and manage your superannuation. It’s time to put it to good use.
our expert advisers can:
- educate you about your superannuation
- review existing superannuation
- find lost superannuation
- match your asset allocation and investor profile
- assist with consolidation of accounts
- help make tactical investments
- protect your financial future
- help you with your retirement income goals
We’ll provide practical education and adept advice on what to do with your superannuation. Did you know that superannuation can be a tax effective way to pay for income protection and life insurance premiums as well as financial advice fees? It’s also one of the most tax-effective ways to save for your retirement. Let us help you understand your superannuation and put it to good use.
to merge or not to merge?
There are many benefits to merging superannuation accounts such as reducing paperwork and management fees, as well as making it easier to track and manage. However, there are also reasons to keep more than one fund, such as retaining certain benefits or paying lower fees. We can help clean up your accounts and decide your next, best move.
who you'll be having a good chat with
Michele specialises in Self-Managed Superannuation Funds and graduated from Victoria University with a Bachelor of Business (Accounting) in 2003. She holds an Advanced Diploma in Financial Services (Superannuation) and became an SMSF Specialist Adviser (SSA) with the SMSF Association in 2010.
Michele has been swimming with fresh water crocodiles.
Nishani De Almeida
Nishani joined the Bongiorno Group in 2009, bringing her vast experience from working in the accounting and banking sectors. Nishani holds a Bachelor of Accounting and Finance degree, a Diploma of Banking and a Diploma of Financial Planning. She has also completed her Chartered Accounting Qualification CA.
In another life Nishani used to do short distance running. She loves animals and is a mom to a big naughty Labrador.