We provide solid superannuation advice and strategies that are tailored to your individual situation, aspirations, and goals.
Superannuation monies are savings for when you retire. Your superannuation will help you to meet your needs when you no longer work. The money comes from contributions made into your super fund by your employer, and in some cases, by your own money.
An assessment of an appropriate superannuation fund for you should include:
Whether it is an Industry Fund, a Retail Superannuation Fund, or a Self-Managed Super Fund, we have substantial experience in determining what is suitable for your circumstances.
We must point out that whilst a Self-Managed Superannuation Fund can offer considerable advantages, they are not suitable for everyone. You should consult us to determine if it is appropriate for your circumstances.
Licensee details
RCB Wealth Advisors Pty Ltd is a Corporate Authorised Representative (No. 1240230) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No.223135.
Capstone Financial Planning Pty Ltd
Level 14, 461 Bourke St, Melbourne VIC 3000
Ph: 1300 306 900 | Email: info@capstonefp.com.au | www.capstonefp.com.au
View our Financial Services Guide.
View our Capstone Privacy Policy.
View Christian Beltrame’s Adviser Profile.
