Superannuation

Superannuation is always on everyone’s lips. It’s a flawed and ever-changing system, but my charitable approach is that it is well intentioned.

The ultimate goal is to have sufficient funds for your retirement. It’s your money, and understanding your situation, opportunities and circumstances is paramount for you and your loved ones.

Your situation is unlikely to like anyone else’s. Many things may be relevant such as your marital status, your age, your total superannuation balances, your work situation etc. There are lots of myths about Superannuation, and I am happy to discuss them with you. Australia’s superannuation is a strong system, contributing to our economy, and the message from the government during my time as a financial planner has never changed: prepare for your own retirement.

Be Smart with Moneysmart

Take some of the guesswork out of planning for the future. Work out how much super you'll have when you retire, and if it will be enough to fund the lifestyle you want.

How much you need

Types of Super Funds

Are you ready to take control of your financial future?

Call us today to schedule a complimentary consultation. We can discuss your goals and aspirations, answer any questions you may have, and explore how our expertise can benefit you.

For Further Inquiries Call

07 4987 4745

Don't let uncertainty hold you back. Take the first step towards a brighter financial future.

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Effective planning for your personal goals and objectives

Kylie

35 - 45 years, Barcaldine, QLD

"Matt has always provided nothing short of an amazing service. He has financially advised us for many years now and has expansive knowledge of any questions proposed to him."

Desley

65+ years, Blackwater, QLD

"Matt has been our financial adviser for several years, set us up with an allocation pension. Matt is always up front with any advice he supplies. Matt has been extremely helpful with paper work since my husbands passing in march, I recommend Matt for honest financial advice."

Matthew

Under 35 years, Barcaldine, QLD

"We have been a client of Matt’s for a number of years now and would not recommend anyone but Oakwell Financial Advice. Matt has always helped us understand his advice a plan ahead in regards to our needs. Down to earth bloke that can have a joke and is always professional."

Ashley

46 - 55 years, Emerald, QLD

"Matt is fantastic. His knowledge of financial investment is outstanding. He is very much up to date with current trends. He is accurate with his information and advice. I feel completely confident that he is always looking out for my future."

Wendy

56 - 65 years, Bli Bli, QLD

"Matt is the most down to earth, caring and understanding person. You can have a laugh with him while he is doing your plan, and he is also very professional."

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