Superannuation and Pension with Guarantees

By: GL Financial Planning Group  11-Jul-2011
Keywords: Life Insurance, Estate Planning, Income Protection

We offer as part of our advice process a capital guarantee via term deposit as part of our recommendation for investments via superannuation and pension funds. The amount that is guaranteed depends on the profile of each individual. This means there can be no variance due to market movements in these options within each portfolio.
This takes away the concerns people have about fixed interest volatility which can be severe in uncertain market conditions.

Keywords: Estate Planning, Financial Strategies, Income Protection, Life Insurance, Retirement Planning, Superannuation Advice

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Stephen our Financial Planner is a Certified Financial Planner with 18 years experience. Our business is a family business which understands the needs of clients and their families.


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