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Superannuation

It’s common for people to open a new super account each time they change jobs. With several super accounts, you often end up paying multiple fees and charges and it becomes easy to lose control of some of your funds. You could be missing out on super that you could be enjoying later in life!

Plan Me helps you find your lost super accounts and consolidate them. With all your super in one safe place there’s less paperwork, and fewer headaches down the track. And instead of paying for unnecessary accounts, you could be enjoying more money in your fund when you retire.

If you need help with building your super through salary sacrifice and co-contributions, we can also help you to understand the tax implications.

Australians are increasingly considering working longer and retiring later. If that sounds like you, and you’re thinking about planning your Transition To Retirement (TTR) strategy, you will need help navigating the options and making sense of the associated financial complexities. Plan Me helps clients make sense of the TTR pension, income needs and tax implications. We discuss transition to retirement strategies with you. Get all the answers you need about superannuation and the latest information about the Age Pension.

Whether you’re looking for help in consolidating your superannuation, building a healthier tax savvy super or planning your transition to retirement, talk to a Plan Me financial advisor today so we can put you on the path to a more abundant retirement.

How we've helped our clients...

"Starting up a new business isn’t easy, with so many things to think about it can be quite a stressful process. With the services of Lend Me Asset Finance and Locate Me, they have really helped to take this stress away in the way of meeting me on my job sites to sign documents and dealing directly with the Car Dealers, Bobcat Dealers and even my accountant.

The guys at Lend Me really do take the time to listen to what you are after and work in to suit you and make the transaction so simple and convenient, I can’t thank them enough! I’ve also recommended their services to 3 friends already and have only had good feedback. Lend Me have certainly gained a client for life! Reece"

"Hi there, Saturday just gone, I picked up my dream car, a 2013 black lancer LX.

I'd like to take this chance to say Lend Me Car Loan customer service was by the far the best I have ever received. What I thought was going to be tough work turned out to be the opposite. The process easy, simple and quick for me, she did the hard yards... I will be recommending friends and family... Thanks again! Regards, Stephanie"

I just wanted to say thank you... This has been the smoothest process. You and the other girls I dealt with at Lend Me Home Loans were so friendly and so efficient with everything, I felt like I was the only customer you were dealing with.

I will definitely be raving on to loads of people about Lend Me and the great service you provide.

I am stoked, this will take so much pressure off and will seriously change our lives... we can actually get ahead on payments and start saving some more money.

Thanks again, Kath :)

"Emily & I just want to take this opportunity to say a very big thank you for seeing us through our first home purchase and home loan, you have been a massive help not to mention getting us out of a sticky situation. We will definitely be in touch in the near future and will refer/recommend you to our family & friends if looking out for a friendly, helpful and reliable mortgage broker.

Take care and speak soon. Matt & Emily" 

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