Michael Simmons CFP®
About Me
I pride myself on working in your very best interest and tailoring solutions to meet your needs. I understand that investing in super is not without its pitfalls or traps, which includes higher tax if you exceed certain contribution caps as well as restrictions on access. There have been many changes to superannuation over the years which makes keeping up to date with superannuation law an increasingly onerous task. I also recognise, that developing a quality relationship that adds genuine value, whatever the circumstances, will give you confidence and peace of mind that you are supported, every step of the way. Planning early is the best way to ensure you’re working towards the retirement you want.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
-
Years of Experience 7 Years
-
Licensed By Amp Financial Planning Pty Limited