‘I’ve been working with Justin for 18 months now. He is very accommodating of different knowledge levels, and he made my partner and me feel very comfortable. His overall approach has been a really positive one for us because we are planning to enjoy our lives, as opposed to stockpiling money. His ability to relate to us and our needs has been really helpful. It’s been an easy and enjoyable experience.’ John
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Superannuation Planning
This information is of a general nature only, and neither represents nor is intended to be specific advice on any particular matter. Infocus Securities Australia Pty Ltd.
Build the Life You Want with
Smart Superannuation Planning in Melbourne
Superannuation isn’t just about saving for retirement—it’s about setting yourself up for a life that truly reflects your values and goals. At Lifestyle Led Wealth, we’re here to help you create a super plan that fits your financial strategy and the life you want to live. We make sure your super works for you, so you can enjoy the present and look forward to the future. Whether you’re new to super or looking for tailored superannuation planning in Melbourne, we’ve got you covered. Ready to make your super work for you? Get in touch with us today!
Taking the Headache Out of Super Planning
Superannuation planning doesn’t have to be a headache—at Lifestyle Led Wealth, we keep it simple and personal.
Planning for retirement can be complex, but with the right financial advice, your superannuation can work harder for you. Justin, our superannuation financial planner, will guide you through everything from contribution strategies to picking investments that match your goals.
We’re here to offer straightforward superannuation advice that fits your life now and into the future. Whether you’re planning for retirement or just getting started, we’ll make sure your super is set up to support the life you want to live, both today and down the road.
Making Your Super Work for You with Expert Superannuation Advice
As a trusted financial advisor for superannuation, Justin can help you navigate the intricacies of superannuation by providing guidance on:
Making the most of employer and voluntary contributions while staying within contribution caps.
Tailoring your superannuation investments to align with your risk profile, financial goals, and environmental and social values (ESG).
Optimising your super contributions and withdrawals for better tax outcomes, both now and in retirement.
Consolidating multiple accounts to avoid unnecessary fees and boost your balance over time.
Developing a retirement strategy for transitioning your super into a sustainable income stream when you retire.
Taking full advantage of any available incentives, like government co-contributions, and spouse contributions.
Reviewing insurance options within your super, such as life, disability, and income protection cover, to safeguard your future.
Speak to a Superannuation Financial Advisor in Melbourne Today
Superannuation Planning FAQs
What’s superannuation planning all about?
Superannuation planning is about setting up your financial future while considering your current lifestyle and goals. It’s about deciding when and how much to contribute to your super so that it supports your ideal life, whether that’s retiring early, slowing down in your 50s, or ensuring financial security.
When is the right time to contribute to superannuation?
The right time to contribute depends on your age and your goals. For some, contributing more now makes sense; for others, it might be better to wait. Our superannuation financial advisor, Justin, will help you figure out the best strategy that aligns with your life goals and superannuation needs.
How do I get my super investments to align with my values?
Your super should reflect what’s important to you. Whether you want to invest in environmentally friendly companies or those promoting equal gender representation on boards, we’ll help you choose a platform and investments that match your values.
How does superannuation fit into my overall financial plan?
Financial planning for superannuation is just one piece of the puzzle. We’ll help you integrate it into your broader wealth strategy, making sure it complements your other investments and financial goals. This way, your superannuation fits right into your overall financial plan, helping you live the life you want.
Why should I choose Lifestyle Led Wealth for superannuation planning in Melbourne?
Everyone’s journey is different, which is why we don’t believe in a one-size-fits-all approach. As a trusted super planner, we take the time to really get to know you—your dreams, your goals, and what matters most to you. Once we know more about you, we provide superannuation advice that’s not just tailored to your finances but to your life as a whole.
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How Much Do You Need to Live Your Dream Lifestyle? Let Us Help You Find Out
Justin is an authorised representative of Infocus Securities Australia and a member of the Association of Financial Advisers.
All information is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. Infocus Securities Australia Pty Ltd.
justin@lifestyleledwealth.com.au
Level 4, 80 Market St South Melbourne 3205
Monday – Friday 9am – 5pm
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Lifestyle Led Wealth Pty Ltd ABN 12 645 643 189 is a Corporate Authorised Representative (No. 001284512) of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523 Head Office: Level 2, Cnr Maroochydore Road & Evans Street, Maroochydore | QLD 4558 Phone: 07 5406 5000
