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Concurrence Financial Planning

Address: Unit 102, Level 1, 68 Alexander St, Crows Nest, NSW, 2065
Phone number: 0416 86....
Email: Click to view
Trading/Opening hours:
Mon: 9:00am - 5:00pm Tue: 9:00am - 5:00pm Wed: 9:00am - 5:00pm
Thu: 9:00am - 5:00pm Fri: 9:00am - 5:00pm Sat: ---
Sun: --- Public Hols: ---  


Trusted Financial Adviser for Super & SMSF, Retirement Planning, Estate Planning, Investment Planning and Insurance

We are specialised licensed financial planning advisers passionate about helping our clients to achieve their financial goals in delivering professional financial advice on Super, SMSF, Retirement Planning, Estate Planning, Investments, and Insurance in a tax effective way.

Superannuation Planning Advice

"Superannuation" financial planning advice services or best known as "Super" is the best way to save money and protect your future. Due to its favourable tax treatment, Super is essentially the largest assets in Australia after your home.With its numerous options of investment, Super itself is complex in nature and requires in-depth understanding and careful assessments to formulate strategies.Our financial advisers at Concurrence Financial Planning help in your super funds advice services by:

Formulating strategies and provide advice to attract a tax deduction or tax offset, financial incentives and rebates.
Creating or consolidating your superannuation accounts and advice the amounts to contribute each financial year to achieve your financial goal.
Reviewing and updating you with the legislation changes, the latest strategies, and ways to make the most of your superannuation
SMSF Advice

With more people taking control over their retirement plan and savings, SMSF is on rising and is the fastest growing segment in the finance industry. SMSF is different in nature from Super funds as it usually runs by or for you and other members of your SMSFs.We at Concurrence Financial Planning offer a range of services in order to run your SMSFs effectively. Our financial advisor and the administration team assist in setting up an SMSF that involves creating a trust deed, appointing trustees, completing ATO forms, setting up a bank account, rolling over your super, setting an investment strategy and so on. Not only that, after setting up your SMSF our supports continues. We provide the quality ongoing support advice services to help you with your compliance responsibilities, as well as the day-to-day running of your fund, by keeping track of contributions, assets you purchase, income, expenses to be paid, taxation and other kinds of reporting requirements.

We know even the thought of retirement can cause anxiety while you are working and very much active today. But it's always wise to plan ahead to balance the life you want to live today with the life you want to live in retirement. If you are thinking about your retirement planning, there are few important factors need to consider which are:

Clear idea about how much money you need to live the lifestyle you design after retirement
Amounts that need to be saved (inside or outside super) to ensure income streams after retirement
Check the other income sources (e.g. Centrelink benefits entitlement) in pre and post retirement phase
Craft the best structure for your retirement savings

At Concurrence Financial Planning, our retirement planning advice specialists can assist you to identify all the above factors and craft the best retirement plan to secure your life after retirement.With the extensive experience and best knowledge of the industry practices, our financial advisers are best in addressing the changes over lifetime and help to remove difficulties and build a retirement plan that is effective in stretching your retirement income for as long as possible and also grow your income for an enjoyable retired life with a peace of mind.

There are certain events in life that are beyond your control no matter how careful you are. Disaster can happen in any form but it can be managed if you have protections. Life Insurance is not about only risk management & protection but a way of giving you peace of mind because you know that even if anything happens to you or your family or your business, you will be financially secure.

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