insight purple

From 1 January 2017, an estimated 300,000 age pensioners will have at least part of their pension cut, and just under 100,000 of these people will lose all entitlements with the Government’s recent changes to the Age Pension asset test thresholds, according to SuperGuide.

Thinking about your financial future can be daunting, especially when regulations around super seem to be constantly changing, but you don’t have to go it alone.

A Vision Super financial planner, can help you prepare for such changes, and will work with you to identify your current financial situation, your goals, and a plan of how you can achieve them.

Vision Super member, Barry organised an appointment to help himself better prepare for retirement.

At my first appointment five years ago, I found out I had nowhere near enough to retire on, but in the last five years I’ve increased my super and feel a lot more confident about retirement. I’ve even got a fixed retirement date and a five year plan.

With an average of 10 years’ experience, and an Advanced Diploma in Financial Planning as a minimum qualification, our planners can help you in all areas of financial planning – not just super!

Whether you’re after general information, a snippet of advice or a tailored financial plan, see how Vision Super financial advice can help you on our advice page.

 

To continue reading Insight, click here.

Latest videos

  • [HD] Investment snapshot - Sustainable investment updates
  • [HD] Investment snapshot - Outlook for the 2017-18 financial year
  • [HD] The VisQuiz - Sustainability
  • [HD] The VisQuiz - Planning for retirement
  • [HD] The VisQuiz - Investments
  • [HD] The VisQuiz - Insurance
  • [HD] The VisQuiz - Budgeting
  • [HD] The VisQuiz - Fees and costs
  • [HD] The VisQuiz - Digital world
  • [HD] The VisQuiz - Contributions

Follow us on social media today

Upcoming events

There are no upcoming events.

Twitter feed

Our people, our Vision. Meet another one of our members here: https://t.co/5rfvh1JHll community https://t.co/Q9mLeQSOYK
About 15 hours ago
Who would have thought questions about insurance could be so FUN! Take the VisQuiz yourself at… https://t.co/VhoYwHznjI
22 September 2017

Twitter CEO feed

RT @womeninsuper: We'll be supporting the itsinthebag drive at our WIS NSW event on 16 October. Learn more about the initiative here https…
About 18 hours ago
RT @VisionSuper: Kit from the @VisionSuper team took this on the way to Hindmarsh Shire Council. No drive is too far when there are members…
25 September 2017