Financial Advisers Hughenden
Money Over 50 offers financial advice to clients who reside in and around the Hughenden area.
Business Owner and Financial Adviser Dallas Davison regularly visits Hughenden to meet with existing and new clients. If you would like to chat with Dallas on his next visit to Hughenden, please call our office on 07 4772 0938 and speak with Kylie Hatfield. Kylie will chat with you to find a mutually convenient meeting time.
Business Owner and Financial Adviser Dallas Davison regularly visits Hughenden to meet with existing and new clients. If you would like to chat with Dallas on his next visit to Hughenden, please call our office on 07 4772 0938 and speak with Kylie Hatfield. Kylie will chat with you to find a mutually convenient meeting time.
Same team, new name.
For 10 years we've been known as Lighthouse Financial Advisers. Over this time, we have clarified who we add the most value to and our area of specialty. That's people over 50. Hence the name change. Simple as that.
Our approach to financial planning.
Every person's circumstances and goals are different, and your individual retirement plan will be different, given it is tailored just for you. But these principles are the same for everyone we work with, including ourselves and our families.
1. Minimise your tax
We will show you how to minimise the tax you are paying in your final working years to maximise your retirement funds.
2. Add an extra $500,000 to your superannuation balance in the 10 years prior to retirement
Most couples we work with can add an extra half a million dollars to their superannuation balance within the last 10 years of working. We will show you how to do this, to maximise your choices in retirement.
3. Live tax free during retirement
Every single client we work with pays zero tax in retirement. We will work with you to structure everything the right way so that you don't have to either.
What will it cost?
Our initial meeting is free. We'd like to get to know you and for you to get to know us. We conduct a preliminary analysis of your retirement plan and superannuation strategy. If we can help, we'll let you know how. If we can't, we'll let you know that too.
If you do elect to proceed, our fees are 2% of your superannuation balance in the first year and 1% annually after that. Our fees can almost always be met from your superannuation account. There are no hidden extras, ever.
If you do elect to proceed, our fees are 2% of your superannuation balance in the first year and 1% annually after that. Our fees can almost always be met from your superannuation account. There are no hidden extras, ever.
Let's chat.If you are over 50 and would like to speak with Dallas about your retirement plan, please call our office on 07 4772 0938.
When you call, you will speak with one of our business owners, Kylie. Kylie will find a time that suits you for a telephone meeting, video conference or face to face meeting - whatever suits you. Kylie genuinely loves helping people. She will answer any questions you have and let you know what you need to prepare to get the most out of our first meeting. |
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Example shown in video where statement is made that by 'giving up $100 per week invested correctly turns into something like $100,000 over 10 years' is based on the assumptions of: an individual with a marginal tax rate of 32.5%, salary sacrificing $148.15 per week to superannuation would reduce that person’s net income by approximately $100 per week. If this contribution is indexed by 3% pa, and made consistently to a superannuation fund that earns an annual rate of return of at least 7.7% net of fees and taxes, the additional superannuation balance over a period of 10 years equates to over $100,000.
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