One of the biggest stories this year has been the roll out of new tariffs by President Trump. These developments have had significant impacts on financial markets, raising genuine concerns as many have seen their super balances drop by tens of thousands of dollars. This has been a huge shock to particularly those in their 50s and 60s, many of whom are unknowingly holding more investment risk than they are comfortable with.
Super is a complex investment vehicle, and for most people, will ultimately become the second-largest financial asset they own (after the family home). With this in mind, it is essential that super is invested appropriately after taking into consideration the following:
- Investor’s risk tolerance;
- Investor’s investment objectives now and into retirement;
- Investor’s views around how long they have until they can access their super and how long these funds need to last.
Navigating global economic uncertainty, investment risk and returns and the threat of super running out is no easy task. That’s why we encourage Falanga & Co clients in their 50s and 60s to take advantage of a free consultation with a pre-retirement and retirement experts at our trusted partners, Barnett Financial Planning.
Their expert team can assess your situation and help ensure your super is structured and managed effectively.
Book your free 1-hour consultation with the Barnett Financial Planning team today
For over 10 years, Barnett Financial Planning has been helping Falanga and Co clients address underperformance in their super, reduce investment costs, and work closely with the Falanga & Co team to save thousands in income and super taxes each year.
For more information on Barnett Financial Planning visit: barnettwealthadvisors.com.au
Disclaimer: This is a publication of Barnett Financial Planning Pty Limited, a corporate authorised representative of Metriscope Financial Pty Ltd ABN 27 609 374 254 AFSL 485 160. The information is derived from sources believed to be accurate and current at the publication date and may be subject to change. While all care has been taken in the preparation of this publication, to the extent permitted by law, no warranty is given in respect of the information provided and accordingly, the licensee, its related entities, employees or representatives shall not be liable for any loss suffered arising from reliance on this information. Past performance is not a reliable indicator of future returns.
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