freedomover60.com
1300 843 400
Are you over 60?
Do you qualify?
You may be able to retire sooner than you think!
Did you know that if you are over 60 you can use your super as a tax free income stream for almost any purpose? That means that you can not only pay off your home loan sooner or use your super to get a bigger tax refund but, you can also leverage the tax free status of your super to increase your retirement savings.
We will give you a detailed plan on the most impactful ways that you can use the special tax treatment of your super to increase your tax refund, save thousands in interest on your home loan or create a tax free income stream.
1300 843 400
Take it easy, retire sooner and save tax
Your dream may be closer than you think
PAY YOUR HOME LOAN - TAX FREE!
That's right. If you are over 60 you may qualify to use your tax free super to pay off your home loan
SAVE THOUSANDS
By leveraging the tax free status of your super you can save thousands in interest AND tax
RETIRE SOONER
It's your dream, we're here to help you make it. Using a clever strategy can mean you retire sooner.
The most common questions
Will I have enough?
How much do you need to retire? We can give you a "glide path" to retirement.
Should I put more into super?
Knowing how much extra you need to save and the best way to do it
Should I pay my home loan first?
Is it better to pay your home loan or put more into super?
Stop Feeling Stressed About Retirement
Our superannuation and tax planning advisers can show you:
- Save for a comfortable retirement
- Save thousands in tax
- Pay off your home loan sooner
- Generate passive income - tax free!
"Increasing my tax refund by over $5,000 per year was so easy, my cashflow is better and my super is still growing"
Barry L
"I was putting aside a bit of money from my paychecks, but I didn’t see the value in a savings plan. Now I know I can pay off my home loan and retire 5 years sooner than I thought ."
Gary O
The count down is on!
Tax rules change on 30th of June 2024
At the end of the financial year 2024 stage three tax changes mean many will miss out on maximising the tax benefits available under the current rules.
The countdown is on
About Us
Freedom Wealth Services is a multi-disciplined wealth planning and advisory firm with a mission to help clients achieve their financial goals and enjoy freedom. As a self-licensed firm that is not tied to any product or product issuer, we operate across multiple channels to provide the most suitable wealth creation strategies based on each client’s unique needs. We’re dedicated to empowering you, making you confident about your decisions, and secure your future through our holistic approach.
Find out more at out web site here
Brett
Head of wealth and tax
Brett commenced working in financial services back in early 1990's, and brings a well-rounded financial skill set to his clients. From running bond funds to lending, banking, taxation strategies, superannuation, wealth coaching, and financial planning, Brett has delved into hands-on experience with financial services for most of his career of almost 30 years.
Phill
Senior tax accountant
With over 40 years as a practicing accountant and commercial manager, Phil has seen the many mistakes people made in using inappropriate structures in their personal business lives. Phil’s spirited pursuit of better tax and accounting advice has changed the lives and businesses of many of his clients.
Alyza
Practice manager
Alyza is a dynamic and dedicated professional in the world of finance. With a background in client service and a burning passion for wealth creation, Alyza has quickly made her mark as a key team member with us.
Speak with real people 1300 843 400
WHAT'S THE DEAL?
Our Goal
Helping you to save tax, pay off your home loan sooner or create a tax free income stream.
We believe that life is more fun when you live to work, not work to live. When you secure your finances, you can take control of the rest of your life.
How it works
How it works
- Find out if you qualify for a review
- Conduct a pre-assessment with your adviser
- Your adviser will then prepare advice tailored to your specific goals and needs
- Set up your plan and lodge all required paperwork with the ATO and your super fund
- Enjoy saving tax, a tax free income stream or paying off your home loan sooner.
We do all the hard work for you
- We will do a review and find out if you qualify
- You can keep your current super or we can advise what options are available
- If you qualify we will convert your super over to a tax free income stream
- We will liase with the ATO and make sure you are getting the correct tax deductions
- Before you make a decision we will do an assessment and provide you with a detailed advice document outlining
- Tax savings and expected future super fund balance
Consult
- Request a review with an adviser
- Unlimited Q&A
- One-on-one help to step you through the process
DON'T SWEAT THE BIG STUFF.
Get started with no obligation
We make it easy
Don’t spend another minute stressing about money. Create a comfortable, durable retirement nest egg.
FIND OUT NOW
A wealth building program just for you
Save tax + Build super + Pay home loan = Retire sooner
The sooner you start, the sooner you can retire. Now is the perfect time to get started.
Start today for a wealthier tomorrow!
Check out our other programs
- Holistic approach to wealth
- Practical and proven strategies
- We make it easy
- Start now
- Use your super to reduce tax and save more
- Get a "glide path" to retirement
- Retire sooner
- 1-hour consultation with financial manager
- Unlimited Q&A
- A detailed plan and calculations
What does it cost?
Getting started can be intimidating. That's why we make it easy to have a confidential obligation free chat. Your adviser will discuss you hopes, goals and needs with you and work out some easy next steps to get you started.
Review discussion
Find out whether we can help you save tax, pay off your home loan or retire early. We will discuss your needs goals and objectives before suggesting next steps.
- How much do you need and how close are you to getting there?
- Discover your time line to retirement and how much you will need
- Find out how much we can save you in tax, home loan interest or how we can help you retire sooner
$99.00 / Free!
Statement of Advice
This is where the rubber hits the road. Get a formal advice strategy with detailed calculations and figures on how to meet your goals
- What super funds to use
- Forward looking calculations on tax, income, Centrelink and retirement time lines
- Tax saving calculations
- Additional advice that meets your goals
$3300.00 / $1320.00*
*comprises advice on up to two superannuation products and one tax reduction strategy
Strategies session
Get some hard numbers on where you are now and what your future looks like.
- Where are you now and how much will you have in 5-10 years
- How much could you save in tax or home loan interest?
- See actual hard numbers to find out what your future looks like
$550.00 / $99.00
Keeping you on track
An annual review discussion to keep you on track and up to date on next steps. We will review the plans we put in place for you and make sure that you are keeping up to date and on track with the plans we have put in place for you
- Review your initial goals and needs
- Ensure you are on track to meet your goals
- Refresh and review your retirement plan to ensure you are maximising the plan.
$3300.00 / From $1320.00*
*Per review annually, includes review of previous advice only, prices may vary depending on complexity, does not include implementation or additional advice
Speak to an adviser 1300 843 400
©2024 Freedom Wealth Services Pty Ltd •
www.freedomwealthservices.com.au | Financial Services Guide | Privacy Policy | Web site terms and conditions