You will learn what risky investing is and how to reduce your risk while growing your wealth. Please contact one of our qualified Financial Advisers at Fox Wealth Advisory on 02 65459935 to discuss your retirement planning needs. 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. The team at Fox Wealth Advisory can help you understand, grow and manage your superannuation. 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. 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. [1] http://www.superguru.com.au/retiring/how-much-super-will-I-need/. And what are the waiting periods? Outside of work, Jane is mum to Lucy and Ruby and has a love of travel. Our financial advisers are highly qualified and have a breadth of knowledge and experience necessary to focus on all your important financial matters. Fox Wealth Advisor. She also has an amazing collection of shoes.”, “Absolutely outstanding in everything Jane does. You also can benefit from the effects of compounding returns. 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. This is called the Super Guarantee and it’s the law. Despite this Rice Warner Actuaries calculate that over 95 per cent of families do not have adequate insurance[1]. 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 The Super Guarantee will gradually increase to 12% in coming years. This year’s FOX Wealth Advisor Forum will focus on how to effectively evolve your firm in the midst of great change. Fox Wealth Advisory has access to a large range of insurers and we can tailor your wealth protection plan to suit your circumstances. Please call one of our qualified advisers on 02 65459935 to discuss how we can help you protect you and your family financially. 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. I have no doubt in recommending Jane to any of my friends, family and colleagues. At Fox & Company Wealth Management, we are Fee-Only advisors and wealth managers focused on investing according to a logical, purposeful plan. “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). Grey Fox Wealth is a Delaware financial planning advisor that provides comprehensive private wealth management services and direct access to alternatives to qualified investors for a single, transparent fee. 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. Our team of professionals have years of experience in financial services. I’m proud of the financial security and trading success I’ve helped so many clients establish. To discuss your superannuation needs please contact one of our qualified Financial Advisers at Fox Wealth Advisory on 02 65459935 or. [1] The Economic Cost of Underinsurance for a Typical Family, Volume 3, Issue 3 2010 Deal with one firm for your financial planning needs. Ask your previous employers for the names of the super funds that received contributions on your behalf. PO Box 642 So, you might need a lot more money for your retirement than you think. VIEW OUR LATEST NEWSLETTER, THEN REGISTER FOR FREE TO RECEIVE THE LATEST FINANCIAL PLANNING ARTICLES AND INFORMATION. She started her career in the financial industry at Edward Jones Investments in March 2017, and joined the Fox Alliance team in November 2018. Therefore, before making any decision, you should consider the appropriateness of the advice in regard to those matters. Fees charged by the super funds may include general fees such as administration, member and investment, as well as optional extras including adviser fees and insurance premiums. You can also use the phone service (13 28 65). Unless you’re counting on a lotto win or growing your own personal money tree, super can help you enjoy your retired days by allowing you to maintain a good standard of living, which isn’t achievable by receiving just the Age Pension.”, Association of Superannuation Funds Australia (ASFA) [1]. Her professionalism and integrity has provided me with a feeling of certainty for my financial future”, “Passion, knowledge and a genuine interest in achieving the best for clients is what makes Jane a truly professional Financial Adviser. This service searches the Lost Members Register and other ATO records, such as ATO-held super accounts and unclaimed super money, for your lost super accounts. Life takes twists and turns that we can’t always see coming. Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. At Fox Wealth Management Group, we strive to create a personalized financial roadmap that may guide you toward your desired destination. We will make the insurance process as simple as possible and help you get the right cover to protect you and those you love with a financial safety net in the event that the unexpected occurs. However will these be enough? 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. If you think you may have lost track of your super then you have access to services to help you find your lost accounts. date; time-to-read.short-label; 5 ways to effectively hedge your investments view-count.label write-comment.write-a-comment. Or maybe spending more time with the grandkids or volunteering in your local community rate high on your list of retirement goals. You may be eligible for some compensations and entitlements depending on your situation (for example Workcover, Sick leave, Social Security). That’s why it’s so important that we are prepared for life’s emergencies.