Every Tuesday at 10 AM, we’ll tackle 3 key questions in under 10 minutes, covering everything from superannuation, investing, and financial strategies ranging from retirement planning to estate strategies and wealth protection. Our goal? To not only answer your questions but also break down why they matter, what to consider, and how to take the next step using real life scenarios and questions from you!
In Episode 5, we’re tackling some of the most important questions for those approaching retirement. Tune in as we unpack strategies for managing risk late in your investment journey, explain how super can be transferred between spouses, and break down the impact of holding insurance within your super.
Our questions this week:
- How do I manage risk in my portfolio when I’m so close to retirement?
- Can I transfer my super balance to my spouse?
- What does it mean to have insurance in my super? How does that affect my super’s performance?
Please note that anything discussed in this video is General Advice only and does not consider your circumstances. Should you wish to discuss your options, follow the link below and book a complimentary financial strategy consultation with one of our Wealth Advisors.
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