Or maybe spending more time with the grandkids or volunteering in your local community rate high on your list of retirement goals. According to the Association of Superannuation Funds of Australia’s Retirement Standard 2015, to have a ‘comfortable’ retirement, single people will need $545,000 in retirement savings, and couples will need $640,000. I am absolutely delighted with Jane’s service. I feel, it is the quality that makes you and your work stand out. You will learn what risky investing is and how to reduce your risk while growing your wealth. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. It is important you keep an eye on your superannuation payments and balance to ensure your money is working as hard as it can for your retirement. There are different types of cover that fall under the broad heading of life insurance[2]: Fox Wealth Advisory  has access to a large range of insurers and we can tailor your wealth protection plan to suit your circumstances. Services include products that are traded on margin and carry a risk of losses. She is a beautiful, friendly, professional person who always has your best interest at the forefront of all advice. If, like Ben Paul, you’ve recently started a new business, you’ll be hungry for sales.…, More than three million Australians have taken advantage of the Federal Government’s Super Early Release…, The promise of open banking is big; a new, simpler way to share your personal…, Key points: If you have been allocated a Home Care Package, the Government will subsidy…, Mailing Address Both my certifications and years of experience have helped me understand that every client has unique goals, allowing me to advise and adjust their strategies accordingly. [2] ASIC www.moneysmart.gov.au. “Many of us will spend more than a quarter of our life retired, as people are now living until an average age of 86 years (if you’re male) and 89 years (if you’re female). You don’t want to leave it to chance. Outside of work, Jane is mum to Lucy and Ruby and has a love of travel. Laura Cooper is an Associate Wealth Advisor with The Fox Alliance. I’m proud of the financial security and trading success I’ve helped so many clients establish. If you think you may have lost track of your super then you have access to services to help you find your lost accounts. FINANCE YOUR FUTURE WITH FOX WEALTH ADVISOR. You will need to create a myGov account and then link your account to the ATO service. Firm Details for FOX WEALTH ADVISORS LLC, Location: Texas, AUM = 3420150.00, Last Form ADV Filed : 27-February-2019, Officers: MURPHY, BRIAN, ANDREW Fox Wealth Advisory Financial Advisers can help you work out how much money you have now, how much you might have in the future and where it is coming from. This has given her the grounding for a strong and successful experience with loan structuring and budgeting. You may be eligible for some compensations and entitlements depending on your situation (for example Workcover, Sick leave, Social Security). [1] http://www.superguru.com.au/retiring/how-much-super-will-I-need/. Having the right insurances in place can help protect your family and your income if the unexpected occurs. Our financial advisers are highly qualified and have a breadth of knowledge and experience necessary to focus on all your important financial matters. So, you might need a lot more money for your retirement than you think. Consider your circumstances before deciding what’s right for you. At Fox & Company Wealth Management, we are Fee-Only advisors and wealth managers focused on investing according to a logical, purposeful plan. Please call one of our qualified advisers on 02 65459935 to discuss how we can help you protect you and your family financially. Insurance is the foundation of all financial plans. The products may not be suitable for all investors. Your employer must pay 9.5% of your salary into a super fund. You can use the ATO’s myGov service to see details of all your super accounts, including any you have lost track of or forgotten about. I’ve been using her services for 10 years now, Jane is totally trustworthy and knows what she is doing and has my best interests at heart. To discuss your superannuation needs please contact one of our qualified Financial Advisers at Fox Wealth Advisory on 02 65459935 or. As a seasoned Financial Trader, I’ve advised clients on their investment and stock trading decisions and financial options. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. I wanted someone who was knowledgeable, ethical and not interested in only making as much money for themselves as they could. The team at Fox Wealth Advisory can help you understand, grow and manage your superannuation. We can help you evaluate the risks and come up with the right insurance solution for you and your family. Retirement means different things to different people. For 12 years Jane has worked as a Financial Planner and prides herself on guiding people to achieving their goals and protecting themselves and their families in the process. The Super Guarantee will gradually increase to 12% in coming years. Grey Fox Wealth Advisors Financial Services Wilmington, Delaware 251 followers Grey Fox Wealth is an independent fiduciary that provides financial planning and wealth management services. You also can benefit from the effects of compounding returns. As an industry, we are seeing massive transitions across client demographics, talent, the skills needed to deliver an optimal client experience, and unparalleled technological disruption. She also has an amazing collection of shoes.”, “Absolutely outstanding in everything Jane does. Deal with one firm for your financial planning needs. Having worked in Financial Services for more than 15 years, Jane has had experience in many facets including lending and transactional accounts. Superannuation is a way to save for your retirement. The Standard is updated four times a year to take into consideration the rising price of items like food and utility bills, as well as changing lifestyle expectations and spending habits. Please ensure that you fully understand the risks involved. You build up super while you are working to make sure you can have a comfortable retirement. Despite this Rice Warner Actuaries calculate that over 95 per cent of families do not have adequate insurance[1]. Telephone – 1300 557 598 Our team of professionals have years of experience in financial services. AFSL 449221,  ABN 93 161 647 007. Our focus is on listening, understanding, and caring about your concerns and providing you with an individual level of service. To me, it can only enhance collaboration, cooperation, and collective decision making. Determine when you can apply for the age pension and whether you are likely to be eligible. We will stay in contact with you because we want to ensure your financial plan continues to meet your needs and that you stay on track to achieve your goals. If you’re entitled to receive super, your employer must pay 9.5% of your salary into a super fund at least every 3 months. You build up super while you are working to make sure you can have a comfortable retirement. You can also use the phone service (13 28 65). If you’re self-employed, you may be able to claim a tax deduction for personal contributions you make to super. An accident, sickness or death of a working age parent will almost always have a significant impact on the financial circumstances of the family. Superannuation is treated differently to most other savings. Consolidate your super funds and help you save on fees, Identify investment options tailored to your goals and risk profile, Review your concessional and non-concessional contributions to super, Identify strategies to help boost your superannuation, Understand your insurance options within superannuation, Determine if you have the correct beneficiary nominations in place. If you are self-employed, you are responsible for making your own superannuation contributions. Review your income and cashflow requirements, Identify what assets (house, savings, investments) you have and how much they are worth, Assess how much super you have and when you can access it, Put plans in place to make your money last in retirement. Determine whether a self-managed super fund (SMSF) is right for you. I believe, trustworthy actions set the foundation for a successful business relationship. date; time-to-read.short-label; 5 ways to effectively hedge your investments view-count.label write-comment.write-a-comment. We are living longer and for most of us compulsory superannuation payments or the Age Pension alone won’t be enough to help us achieve the retirement lifestyle we’re dreaming about. However will these be enough? Ask your previous employers for the names of the super funds that received contributions on your behalf. Will you qualify? Superannuation, often called super, is a way to save for your retirement. “Having my best interests at heart is what sets Jane apart from the rest. PO Box 642 This is called the Super Guarantee and it’s the law. Please contact one of our qualified Financial Advisers at Fox Wealth Advisory on 02 65459935 to discuss your retirement planning needs. www.centrepointalliance.com.au, Jane Ryan T/A Fox Wealth Advisory Authorised Representative 1003499 of Alliance Wealth Pty Ltd, Jane often commences her business relationship with clients looking at the foundations of their debt and spending in order to get them on a path to solid wealth creation. Laura was born and raised in North Carolina, and moved to Austin in 2017, where she fell in love with the city. We want to understand exactly what you want to achieve and provide you with strategies and techniques to guide you towards your goals. A simple approach to sales and marketing for sole traders and new businesses, The Tax Office targets COVID super recontributions, Now you own your data: the new world of ‘open banking’ explained. I would recommend Jane to everyone looking for outstanding up to date financial advice.”. Contact us for more information about how we can help you make the most of your superannuation. The Standard includes the cost of things such as health, communication, clothing, travel and household goods at. 2017, where she fell in love with the right insurances in place can help protect your family and.... What you want to leave it to chance you understand, grow and manage your fund! Set the foundation for a strong and successful experience with loan structuring and budgeting see coming once superannuation... How to reduce your risk while growing your Wealth we use the stock market so that you fully understand risks! 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