Oasis Financial Planning

I'm a financial adviser, but I don't see everybody.

What that means is this: if you're in your late 50s through to your mid 60s, you're ideally positioned for us to add real value to your situation.

If you're still working but you want to retire, you've got superannuation, and your mortgage is coming right down, there's a lot we can do. We can work to clear your mortgage, access your super early, put more into super, and use what we call a debt recycling strategy through super to save you tens of thousands in tax over the next few years.

The goal is simple: build your retirement so that by the time you reach your mid 60s, you can retire comfortably.

I offer a free 10 to 15 minute phone conversation.

Most Australians don't know what happens to their super when they die.

Spoiler: it doesn't automatically go to your family.

If you have no nomination in place, your super fund will advertise the funds, and anyone can put forward a case to claim a portion. Yes, anyone.
Non binding nomination? Still challengeable.

Binding nomination is the only one that does what you think nominations do.
And here's the part nobody talks about: tax.
→ Spouse receives super → no tax
→ Adult children receive super → taxed
→ Same money. Different recipient. Different outcome.

The fix exists. There's a withdrawal and re-contribution strategy that can wipe out the tax burden on your adult kids before it ever lands. Most people only find out it existed after their parents are gone.

Worth a 30 minute conversation while everyone's still here.
Save this. Send it to your siblings. Then book a chat.