Financial Planning Newsletter July 22

Experien Financial Services offers financial planning services to Doctors, Dentists, Vets and other professionals and business owners. We provide personal advice to manage wealth before and after retirement.

Please click HERE to read Experien Financial Service’s July 2022 Newsletter.  The Newsletter discussed new Superannuation rules that came into force on 1 July that could create opportunities for older Australians to boost their retirement savings and younger Australians to build a home deposit.

We can help you manage your retirement and personal savings by providing a personal planning service, with the ability to support your investments using a cost effective investment platform and administration service.

Our founders are actuaries, conservative by nature, experts in risk and modelling, with more than 25 years of experience in superannuation.

Click here to get in touch to book a free introductory consultation. Or contact us on 1300 417 020.

This information is current as at July 2022 and includes contributions from external sources. This article is intended to provide general information only and has been prepared without taking into account any particular person’s objectives, financial situation or needs (‘circumstances’). Before acting on such information, you should consider its appropriateness, taking into account your circumstances and obtain your own independent financial, legal or tax advice. You should read the relevant Product Disclosure Statement (PDS) before making any decision about a product.