Life is for living! We believe you can live your best life every day, balancing today’s lifestyle with tomorrow’s needs and desires.

How we help

The Superior Pathway

Your Financial Timeline

As you progress through life, your financial needs and priorities will evolve and grow. It’s best to ensure your plans are up to date to meet each of life’s milestones head-on.

Typically, your financial needs will increase exponentially until your 40-50s, with family raising, taking care of ageing parents and accumulation of debt.

Nearer retirement age, your financial planning needs will tend to decline as your children gain financial independence and debt is retired. This is the time you’ll need support to make wise decisions about aged care services and a happy, secure retirement on your own terms.

No matter where you and your loved ones are on the pathway of your financial life, we can help.


Your starting point

The starting point is your first consultation with our experienced team to discuss your financial goals – ranging from ‘I’d like a new car’ right through to ‘I want to retire ASAP’!

This is the Superior Alliance process you can expect:

IDENTIFY

Discuss your financial goals with us

We listen and learn about your situation and where you\'re headed - it\'s all about you.

ANALYSE

Discover your options

We\'ll discuss risks, rewards and options. Free of charge. Then, if we believe we can add more value than cost, we\'ll schedule time to work together.

DESIGN

Dare to dream

Together, we\'ll create a tailored financial plan that meets your goals and offers financial security. Your plan will ensure you can live a confident, stress-free retirement. Your investment portfolio will match your risk tolerance and return expectations.

SUPPORT

Develop your best future

We\'ll be in your corner all the way, mentoring and guiding you to long-term security and financial freedom. We encourage you to ask questions to gain understanding about your options and financial goals.

 


Superior recommendations

Superior Alliance Financial Consulting stays abreast of regulations, economic trends and the most effective ways to build personal wealth. Because we’re not aligned with any one product provider or accountant, you can rest assured that our recommendations are always best-of-breed ideas and strategies.


Your questions answered

It doesn’t matter whether you’re a beginner or have been investing for many years, it’s never too early or too late to start asking questions. Do you need answers to these common questions?

Retirement

  • Will I have enough to retire?
  • What do I need to do to retire?
  • When can I retire?
  • Would I qualify for any income support payment from Centrelink?

Aged Care

  • Will I need to sell the family home to move into an aged care home?
  • What different types of care are available?
  • How much do I need to pay for the services?

Superannuation

  • Which investment options would be the best for me?
  • What should I do if I have more than one super?
  • How much should I contribute into my super?
  • Am I paying too many fees on my super?

Investment

  • How can I invest and save on tax?
  • Is my current investment portfolio still appropriate for me?
  • What is sustainable and ethical investment?

We answer some of these questions in our Free Resources – or you can book a one-on-one chat and ask us your questions directly!