Your finances are specific to you. One size does not fit all.

Super Planning & Strategies

Superannuation sets you up for retirement. It makes your savings work in your favour so you can enjoy your lifestyle in your post-working life. Conlan Wealth financial planners can help you maximise your retirement benefits and set you up for the future.

Our team of qualified experts can help you with every step of your superannuation journey.

  • Choose the super fund that’s best for you
  • Make informed and confident investment decisions
  • Develop a custom savings strategy
  • Maximise your wealth and fund your retirement

Your super fund is based on investment. Understanding the ins and outs of this process can help you to maximise your financial growth. Our experts can explain and provide relevant advice to all of our clients. Whether that’s going through the fundamentals and setting you up for success from the very beginning, or creating custom, personalised advice for our more advanced investors, we’ll explain how to get the most out of your superannuation investments.

Consulting a financial planner about your superannuation fund can maximise its effectiveness and insure you’re well prepared for retirement. Are you on track to fund your retired lifestyle? Find out today.

The management of finances and income in retirement can be a confusing, complicated and time consuming business. Andrew has diligently and carefully guided us through this mine-field of decisions and necessary constant paperwork Andrew's broad knowledge and skills along with Sheree's attention to detail and calm manner make them a formidable team. They make Conlan Wealth our choice of financial planners for a happy no stress retirement.

Gowan & Judy Geelong
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