LOCAL CENTRAL COAST FINANCIAL SOLUTIONS BUSINESS
Southern Cross Financial Solutions is a fully licensed family owned and operated financial planning business located on the Central Coast - with offices at Erina & Toukley.
We do not work for insurance companies, fund managers or other financial institutions which enables us to offer you truly professional and objective advice.
Our financial advisers can select from a wide a range of products from Australia's leading financial institutions to tailor a retirement , investment or insurance strategy that best suits your individual circumstances and requirements.
Transition to Retirement (TRP) - also known as a pre-retirement pension, is a great way of increasing your superannuation savings without affecting your lifestyle
TRP can allow you to reduce your working hours and provide you with more time for leisure and relaxation: enabling you to supplement your reduced take home salary with payments from your superannuation.
Estate Planning It is a common misunderstanding to believe that a do-it-yourself will kit will protect your estate and distribute your assets according to your wishes when you have passed away.
Estate Planning allows you to legally determine who can make important decisions about the administration of your estate when you pass away or are mentally incapacitated.
SUPERANNUATION Superannuation is a long term savings plan that aims to provide an adequate level of income for people to maintain a comfortable lifestyle once they have retired; and represents a very effective tax minimisation investment plan.
Money which is contributed into a superannuation fund throughout a person’s working life is invested and continues to accumulate over a number of years. The aim is to provide the fund member with enough money to be financially independent when they retire. This money is available as a lump sum payment or as a full or supplementary income.
The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services Pty Ltd (PIS) Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither PIS nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.
