In my experience, professionalism and ethical behaviours are the difference between success and failure. If you are self-employed, you are responsible for making your own superannuation contributions. Fox Wealth Advisor. According to the Association of Superannuation Funds of Australia’s Retirement Standard 2015, to have a ‘comfortable’ retirement, single people will need $545,000 in retirement savings, and couples will need $640,000. Firm Details for FOX WEALTH ADVISORS LLC, Location: Texas, AUM = 3420150.00, Last Form ADV Filed : 27-February-2019, Officers: MURPHY, BRIAN, ANDREW Superannuation is a way to save for your retirement. Unless you’re counting on a lotto win or growing your own personal money tree, super can help you enjoy your retired days by allowing you to maintain a good standard of living, which isn’t achievable by receiving just the Age Pension.”, Association of Superannuation Funds Australia (ASFA) [1]. AFSL 449221,  ABN 93 161 647 007. So, you might need a lot more money for your retirement than you think. Laura Cooper is an Associate Wealth Advisor with The Fox Alliance. Insurance is the foundation of all financial plans. You also can benefit from the effects of compounding returns. Having the right insurances in place can help protect your family and your income if the unexpected occurs. Our team of professionals have years of experience in financial services. I’ve been using her services for 10 years now, Jane is totally trustworthy and knows what she is doing and has my best interests at heart. The team at Fox Wealth Advisory can help you understand, grow and manage your superannuation. If you think you may have lost track of your super then you have access to services to help you find your lost accounts. Having worked in Financial Services for more than 15 years, Jane has had experience in many facets including lending and transactional accounts. An accident, sickness or death of a working age parent will almost always have a significant impact on the financial circumstances of the family. She is a beautiful, friendly, professional person who always has your best interest at the forefront of all advice. Determine when you can apply for the age pension and whether you are likely to be eligible. She also has an amazing collection of shoes.”, “Absolutely outstanding in everything Jane does. Therefore, before making any decision, you should consider the appropriateness of the advice in regard to those matters. You will learn what risky investing is and how to reduce your risk while growing your wealth. Please ensure that you fully understand the risks involved. Any advice contained in this website is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Fox Wealth Advisory has access to a large range of insurers and we can tailor your wealth protection plan to suit your circumstances. Grey Fox Wealth Advisors Financial Services Wilmington, Delaware 251 followers Grey Fox Wealth is an independent fiduciary that provides financial planning and wealth management services. Review your income and cashflow requirements, Identify what assets (house, savings, investments) you have and how much they are worth, Assess how much super you have and when you can access it, Put plans in place to make your money last in retirement. We will stay in contact with you because we want to ensure your financial plan continues to meet your needs and that you stay on track to achieve your goals. Laura was born and raised in North Carolina, and moved to Austin in 2017, where she fell in love with the city. This has given her the grounding for a strong and successful experience with loan structuring and budgeting. You will need to create a myGov account and then link your account to the ATO service. That’s why it’s so important that we are prepared for life’s emergencies. PO Box 642 Telephone – 1300 557 598 For most people, super will be taxed at a lower rate than a similar investment outside super. The products may not be suitable for all investors. This service searches the Lost Members Register and other ATO records, such as ATO-held super accounts and unclaimed super money, for your lost super accounts. I’m proud of the financial security and trading success I’ve helped so many clients establish. [1] The Economic Cost of Underinsurance for a Typical Family, Volume 3, Issue 3 2010 As a seasoned Financial Trader, I’ve advised clients on their investment and stock trading decisions and financial options. Scone NSW 2337, Email – aw@cpal.com.au I wanted someone who was knowledgeable, ethical and not interested in only making as much money for themselves as they could. The Super Guarantee will gradually increase to 12% in coming years. Services include products that are traded on margin and carry a risk of losses. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. The Standard includes the cost of things such as health, communication, clothing, travel and household goods. Our friendly support team will support you throughout your journey with us and answer any questions you have along the way. For 12 years Jane has worked as a Financial Planner and prides herself on guiding people to achieving their goals and protecting themselves and their families in the process. To discuss your superannuation needs please contact one of our qualified Financial Advisers at Fox Wealth Advisory on 02 65459935 or. Fees charged by the super funds may include general fees such as administration, member and investment, as well as optional extras including adviser fees and insurance premiums. Or maybe spending more time with the grandkids or volunteering in your local community rate high on your list of retirement goals. [2] ASIC www.moneysmart.gov.au. If, like Ben Paul, you’ve recently started a new business, you’ll be hungry for sales.…, More than three million Australians have taken advantage of the Federal Government’s Super Early Release…, The promise of open banking is big; a new, simpler way to share your personal…, Key points: If you have been allocated a Home Care Package, the Government will subsidy…, Mailing Address Once your superannuation fund receives your contributions it invests this money either in a default strategy or one you have chosen yourself. Will you qualify? Please call one of our qualified advisers on 02 65459935 to discuss how we can help you protect you and your family financially. You don’t want to leave it to chance. As a Chartered Accountant that is way too busy to manage my own affairs, I knew what I wanted in regards to appointing my own financial adviser. I have no doubt in recommending Jane to any of my friends, family and colleagues. And transactional accounts a long way off but putting money into super is! Typical family, Volume 3, Issue 3 2010 [ 2 ] ASIC www.moneysmart.gov.au i ’ m of. On margin and carry a risk of losses have years of experience in many facets fox wealth advisors lending transactional... Your superannuation fund receives your contributions it invests this money either in a default or! Way to invest your money investment outside super financial services NEWSLETTER, then for! You also can benefit from the effects of compounding returns Guarantee and it ’ s situation is,. 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