Ezi Advice Solutions believes financial advice isn’t just for the wealthy. We believe in education-based experiences, and that when you know better, you do better! Through state-of-the-art technology and the latest Fintech solutions, we provide financial advice solutions for our clients nationwide. Getting the right advice could be the difference between reaching your retirement goals or falling just short.Talk to an Expert
Superannuation is one of the largest investments you will make in your lifetime. In an ever changing and increasingly difficult landscape, getting it right is challenging for everyday Aussies to navigate on their own.
With the right team by your side, you can reach your destination.Book TODAY for your FREE CONSULTATION
Most Aussies have a “She’ll be right!” attitude when it comes to the ‘what ifs’ in life however, having the right Personal Insurance in place is the foundation of every good financial plan. It not only gives you peace of mind, but provides comfort for your family in the most troubling of times.Book TODAY for your FREE CONSULTATION
If you've ever changed your name, address, job or lived overseas, you may have unintentionally lost track of some of your super.
Lost super is super money held by superannuation funds. You become a ' lost member' and your super becomes 'lost' if you are:
Your fund will hold your lost super until they find you. If they can't find you, some types of lost super will be transferred to the Australian Taxation Office (ATO).
To find out more about your Lost Super, contact us today on 1300 394 238
Having multiple Superannuation accounts, could mean paying multiple Superannuation account keeping fees, which ultimately could reduce your overall Retirement savings when you need them the most.
Around 4 million Aussies hold two or more Superannuation accounts, so its really easy to do and you’re not alone. Contact us on 1300 394 238 to discuss how to take more control over your Retirement savings.
Think about how you plan to spend your money in retirement. If you own your own home, a rule of thumb is that you'll need two-thirds (67%) of your pre-retirement income to maintain the same standard of living in retirement.
The Association of Superannuation Funds of Australia (ASFA) provides an industry retirement standard. This estimates how much money you'll need, depending on your lifestyle. ASFA estimates that the lump sum needed at retirement to support a comfortable lifestyle is $640,000 for a couple and $545,000 for a single person. This assumes a partial Age Pension. ASFA estimates that a modest lifestyle, which covers the basics, is mostly met by the Age Pension. They estimate the lump sum needed to support a modest lifestyle for a single or couple is $70,000.
Source: ASFA, March quarter 2021
Feel like you aren’t on track? Contact us today and lets come up with a solution!
Just like any other Professional, a Financial Adviser is qualified and has the experience, training and knowledge to provide you with Financial Advice.
They can provide you with strategic advice to help you achieve some of your Financial goals and keep you on track along the way.
There are so many benefits from engaging a Financial Adviser and some of those benefits could be assisting you to save money, plan and protect your future and invest or manage your retirement savings.
Contact us today to find out how our Financial Advisers can improve your current situation on 1300 394 238
To make Financial Advice available, affordable, and convenient for everyday Australian’s, we simply charge our Superannuation related advice fees to your Superannuation. This means, no out of pocket expenses for you to enjoy a tailored Superannuation Strategy to help you achieve your ideal retirement.
Call now on 1300 394 238
Unlike many other Financial Planning Firms, we are privately owned and not aligned with any of the large banks or financial institutions which, means we don’t push our own products. We tailor our Financial Plan to you and your unique financial needs.Book in a tailored plan
Salary sacrificing into super offers several benefits. The amount you salary sacrifice into super is generally taxed at 15 per cent , which for most people will be less than the tax you may pay on that income personally if it was paid to you as salary. Speak to an Adviser today to learn more about how Salary Sacrificing could benefit you!
Call now on 1300 394 238