Phone: 02 4351 2622 | E-mail: biz@berkmans.com.au

Beginning your retirement planning early is the key to achieving the lifestyle you want in your later years.

We can help you become better financially organised by working with you to develop your Superannuation, Retirement and Wealth Accumulation plan.

By understanding your current financial situation (both outside of your superannuation as well as your superannuation savings), estimating the number of years until your retire and expected return on investment, we are able to understand what financial position you will be in when your retire. We can then develop wealth creation strategies if required to ensure your savings can support the retirement lifestyle you are hoping for.

Superannuation

At Berkmans Chartered Accountants we believe you should treat superannuation like any other asset. That means being actively involved in its performance. Self-Managed Super Funds (SMSFs) can be used as a superannuation option which allows you to take greater control of your superannuation and investments.

SMSFs come with administrative and compliance obligations and as member and trustee you have total control over the fund, which comes with some risks. Berkmans Chartered Accountants can help you minimise these administration risks, and through collaboration with local financial advisers, we can ensure your superannuation is invested in accordance with your wishes.

Wealth Accumulation

Our wealth creation and management services are about helping you achieve financial freedom to lead the lifestyle you choose. It is our knowledge, experience and independent opinions that our clients value.

We draw on our thorough knowledge of your business and personal affairs as well as expertise from local financial planning experts and other professionals to develop tailor made financial strategies designed to meet your financial goals.

Our advice includes a range of wealth creation strategies to suit your needs such as investments, asset management, cash flow and debt management and savings plans.

Our integrated 7 steps journey to financial freedom allows you the peace of mind that comes from knowing you are better financially organised.

 

Contact our team today for free advice about achieving financial peace of mind.

"Liability limited by a scheme approved under Professional Standards Legislation"