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MJB Financial Planners

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MJB Financial Planners

Profile:

Our Services
Tax Effective Planning
Wealth Creation & Saving Strategies
Superannuation & Retirement Strategies
Income Protection & Risk Management
Competitive Home Loans
Commercial Leasing/ Purchase Hire

Overview:

Tax Effective Planning
Tax effective financial planning addresses two main areas.

Wealth Creation
During your working life - develop strategies using your greatest asset - your ability to earn income – to:

Create the lifestyle you desire
Achieve your financial goals e.g.
Own your home
Educate your children
Save for retirement
In a tax effective way using
Superannuation
Negative gearing
Salary sacrifice
Alternate investments such as agribusiness.
Implement risk management to protect assets and income.
Wealth Protection
Prior to retirement

Seek professional advice to prevent erosion of retirement lump sums through.
Retirement timing.
Tax effective rollovers and draw downs of superannuation.
Maximise the savings to provide income for retirement.
After retirement

Utilise accumulated superannuation and other investments to establish income streams from.
Superannuation income streams
Non super income streams.
Savings outside superannuation.
Access to the aged pension if available.
For more information contact us today to make an appointment.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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