Planning Your Superannuation & Retirement

Our accounting practice communicates with clients regarding their superannuation and retirement goals. We are also often asked about borrowing through self-managed super funds, or we may identify planning opportunities for clients using their super. Whilst we can identify these issues or opportunities exist, we do not have the expertise to advise or deliver outcomes. That’s where Rita comes in. Having worked with Rita for many years, we are always confident to recommend her services. She works closely with us and provides thorough and practical advice to our clients. This strengthens our client relationships because they are getting results.

Miriam Eagle FCPA - Partner – Eagle Accounting, Cairns

We’d been looking for someone knowledgeable and trustworthy to give our finances a financial health check. Our search led us to Rita. We couldn’t have been happier. Rita’s passion, knowledge, genuine interest and attention to detail not only put us at ease, but also opened our eyes to areas where we needed to improve. She pointed us in the right direction and equipped us with strategies to grow our wealth and plan for retirement. As if that wasn't enough, she also reviewed our insurances and pointed out how we were inadequately covered and updated all our covers. Things we rarely think of in our busy lives. We cannot thank Rita enough for all her assistance. We haven’t hesitated recommending Rita to family and friends because we know they will be well looked after.

Sharmila & Rahul Reddy

Thanks to Rita, I have finally started the process of financial planning. She was fantastic to work with. She made everything so easy to understand and her straight forward approach is so refreshing. Rita made sure it was easy for me to understand and has given me excellent strategies to work with. She got me thinking about planning for the future. When someone writes numbers on paper and it’s all black and white, we realise how many things we take for granted. She didn’t sugar coat anything, she said what our risk ratio is and what we need to minimise it, financial plans to keep our kids and maintain our lifestyle if things went wrong in life. Thank you Rita for sorting out our insurance and drawing up the financial plan. One step at a time.

Dr Anvitha Rao

Rita, the “nine year” plan we undertook when you first set up our SMSF is now completed. As of October 2018, our pension/SMSF is totally tax free to the kids. Thanks!

Patsy Bilic - Silkwood

Having been self-employed for the majority of my working life I have always been very focused on my business, but never seemed to find the time to plan for retirement. An opportunity came up to purchase the office I was renting, and I looked into buying it through a SMSF. After some research it seemed far too complicated and I had almost given up when I found Rita. From the first meeting it was very evident Rita had all the answers. I needed to set up a SMSF and borrow to purchase the office, and with a positive and proactive approach Rita made the whole process easy. Thank you Rita – rather than paying rent each month I am now getting one step closer to retirement.

David Jaunzems - Cairns Beaches Realty

Our first meeting with Rita was held a few days before Christmas. We were meeting with our bank manager to discuss some business restructuring options prior to my father-in-law leaving for overseas in the next few days. As our bank manager recommended Rita, we phoned her during the meeting to see if we could arrange an appointment. As I explained that we were trying to make some major decisions about our business and our self-managed super fund, Rita dropped what she was doing and came around to our home immediately to join our meeting. She asked very intuitive questions and listened intently before she gave some sound, direct advice that has helped our family know we could move forward financially and restructure the business to provide peace of mind to both sides of the family. From day one Rita’s enthusiasm, thoroughness, sound advice and absolute dedication to do her best for us has been undoubtably evident. We are very fortunate to have her as our financial planner and now our friend.

Jane Mitchell - Nordig NQ Pty Ltd