Services

Superannuation

Superannuation isn’t just a savings account, it’s your personal tool to help you enjoy the retirement you want. As Australians are living longer, often well into their 80s and beyond, many of us can expect to spend decades in retirement. Depending solely on the Age Pension is unlikely to sustain your lifestyle, regardless of how modest or generous your plans may be.

Retirement Planning

Retirement means something different to each of us. For some, it’s the adventure of traveling across Australia in a caravan, while for others it’s jetting off to luxury destinations or enjoying fine dining around the world. For many, it’s simply having more time with family, friends, or giving back through volunteering.

Wealth Management & Investments

If you want your money to work harder for you, investing is a great place to start. Everyone’s circumstances are unique, so getting the basics right is important. Our Financial Advisors can walk you through your options, help you understand the risks and benefits, and make sure your investment strategy matches your goals.

Wealth Protection

Life is unpredictable, and unexpected events can have a significant impact on your finances and your family. Being prepared with the right protection can help you manage life’s uncertainties and provide peace of mind.

Debt Management

Borrowing money is easier than ever, and it’s simple to take on debt. But not all debt is the same, and understanding the difference between “good” and “bad” debt can help you make smarter financial decisions.

Estate Planning

Estate Planning gives you peace of mind knowing the people you care about are looked after if something happens to you. If you have assets such as a home, superannuation, investments, or a business, planning ahead helps ensure they are managed and distributed according to your wishes.

Social Security and Aged Care Planning

Aged care and Social Security can be complicated and overwhelming. There’s a lot of information to navigate, and the conversations aren’t always easy. At Professional Money Management, we make understanding these areas simpler for you and your family.

Self Managed Superannuation

A Self-Managed Super Fund (SMSF) is a way to take full control of your superannuation and how it is invested. SMSFs are one of the fastest-growing sectors of the Australian super industry, giving you flexibility and control, but also legal and financial responsibilities.

Professional Money Management can help you make the right decisions about your finances. Call us today on (03) 51 433 450.

We’re looking forward to starting this journey with you