Where We Service
At Money Over 50, we look after clients in the following regions:
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.
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.