With the right advice setting a plan for your financial future is easy. Take the first step and contact us for a chat.

Retirement Advice

Most of us have good intentions of planning for a successful financial future, however the hardest hurdle is where to begin? Given you are reading this section, congratulations you have taken the first step.

While most people want to be financially independent when they retire, the truth is that without taking positive steps before retirement a secure retirement can be out of reach. Unfortunately for many, insufficient Superannuation and the aged pension payments are all they may ever receive.

Pushing back your "financial plan start date" reduces the time you have and in most cases results in having to take more risk later for a higher return to meet your needs.

An app that manages your entire financial world in one place.

We use our iphones, tablets and smart TVs as an extension of our arm these days with apps and functionality that 20yrs ago seemed like something out of a sci-fi movie.

DSM brings your retirement goals a step closer with a financial platform that intelligently brings all of your financial world into one place.

Your: bank accounts, loans, super, insurance, shares, cars, wills, taxes, investment properties, and the best the portal automatically completes your budget for you.

The first step in getting ahead is understanding your position, the second is analysing and putting a successful plan in place.

Process

Step 1 - Consciously decide to review your situation and consider your option.

Step 2 - Identify a Financial Planner that can meet your needs.

Step 3 - Arrange a time to meet with your Financial Planner to conduct a thorough review of your current situation.

Step 4 - Identify your motivations, wants, needs and risk profile.

Step 5 - Put a successful plan in place that covers all bases.

Step 6 - Monitor your progress with your client portal.

Step 7 - Regularly review your plan with your Financial Planner to ensure you are on track.

The Advisers at Direct Super Management are highly skilled in helping people achieve their short, medium and long-term goals with a keen focus on education to assist you in achieving the best outcome possible.

With good advice, your direction becomes much clearer.

For More Information

As our website contains general advice you might require further consultation to help secure a financial future that suits your unique situation. Please contact our office today to make an appointment time convenient to you. Phone: (03) 9633 7180