Our Services
Superannuation
At the core of securing a comfortable retirement lies a deep understanding of superannuation. Our services are designed to demystify superannuation, providing you with the knowledge and control needed to maximize your retirement savings. We believe in empowering you to make informed decisions about your superannuation investments, aligning them with your comfort level and retirement goals.
With continuous legislative changes in the financial services sector, particularly regarding superannuation reform, it’s essential to have an advisor who’s not just informed but ahead of the curve. Let us guide you through these evolving regulations to ensure your superannuation strategy remains robust and effective.
Retirement Planning
Embark on your journey to a secure retirement with our comprehensive Retirement Planning services. At Atkinson Saynor, we understand that transitioning from a full-time career to retirement is a significant life change.
Our approach goes beyond just financial preparedness; we delve into what retirement means for you. From identifying your retirement aspirations to evaluating success metrics and understanding familial financial dynamics, we’re here to guide you through crafting a retirement plan that aligns with your vision of a fulfilling post-career life.
Our financial services are tailored to empower your journey towards a secure future, and are designed to fit your lifestyle goals.
In my experience, the clients have had realistic expectation about the performance of their investments and the advice that ASPW has been advice that the clients have been able to understand and appreciate
SMSF Gearing in Super
Imagine turbocharging your retirement fund with savvy investments that could redefine your future. Welcome to the world of SMSF Gearing in Super, where we guide you through the exciting process of borrowing to invest, making your super work harder for you. Whether you’re eyeing that prime piece of real estate or another substantial asset, SMSF Gearing is your ticket to making those big dreams a tangible part of your retirement strategy.
Let’s explore how this powerful option can set your fund on the path to impressive growth.
Estate Planning
Estate Planning is a critical step in securing your legacy and ensuring your assets are distributed according to your wishes.
At Atkinson Saynor Private Wealth, we understand the intricacies of wealth succession and collaborate closely with legal professionals to offer comprehensive estate planning services.
Our expertise encompasses Wills, Powers of Attorney, and Testamentary Trusts, ensuring that your estate planning is both thorough and tailored to your unique circumstances. Let us guide you through the complexities of estate planning, providing peace of mind that your assets are in capable hands.
Risk Management & Insurance
At Atkinson Saynor Private Wealth, we recognize the critical importance of safeguarding your future against the unforeseen. Our Risk Management and Insurance solutions are meticulously crafted to ensure that you and your loved ones remain protected in the face of life’s uncertainties.
Whether it’s navigating the complexities of life insurance, critical illness cover, or income protection, our dedicated advisors are here to secure your financial well-being, ensuring peace of mind for you and your family.
Trust us to tailor a protective shield that aligns perfectly with your unique circumstances and financial goals.
Education Saving Bonds
At Atkinson Saynor Private Wealth, we understand the importance of planning for your child’s education. The aspiration to provide your child with a private school education can come with significant financial commitments.
Our Education Saving Bonds are designed to alleviate the financial pressures of education costs. With strategic planning and tax-efficient saving options, we make your goal of funding your child’s education more attainable. Start early and let us guide you through the myriad of investment possibilities to secure the educational future your child deserves.