Self-Managed Super Fund (SMSF)

Assert Wealth SMSF - happy older couple

Contact

We do free consultations either at your home, a coffee shop, or via Zoom, Skype or Facetime. Book now:

Call us on 1300 059 669 or send us a quick message for any enquiries and we will get back to you shortly with an answer.

 

How We Work

After we have an initial chat to you over the phone, we will set up a time for a face-to-face consultation.

 

We come to you, so whether you want to meet at your house, the local cafe or your office, we will be there. 

 

If you are self-isolating or would just prefer a video call, we are happy to use Zoom, Skype or FaceTime instead. Even better, we work outside of normal business hours, so if the only time you are free is after the kids go to bed, it's the perfect time for us to have a chat.

Take Control of Your Own Money

When you get to retirement, you will need to be financially prepared.  Take control of your own superannuation investments by setting up a Self Managed Super Fund (SMSF). You can then use the money to invest the way you choose. We partner with licensed professionals who can discuss all your options with you.

Have a chat to us about how to get the ball rolling on taking control of your own future.

Young Family