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Financial Planning and Superannuation

Financial Planning and Superannuation
Planning pays

The future financial security of your Association members is important. They have built a successful career in their chosen field. Now with the help of an Aon adviser they can build a comprehensive financial plan that will ensure your successful retirement.

Aon is able to provide a total financial solution - a financial plan that encompasses all the elements of their total savings plan, including superannuation, investments, and other assets.

Our specialists will provide them with a snapshot of where they are now and a plan for getting where they want to be in retirement.

  • will their current superannuation get them where they want to be?
  • should they consider topping up their current level of contributions?
  • should they change the funds in which they invest?
  • do they have the right balance in their total savings plan (super, other assets and investments)?
  • what are the most effective ways of structuring their debt - deductible or non-deductible?

If you would like to know more about Financial Planning and Superannuation, please e-mail us at afppenquiries@aon.com.au, or telephone us on 1300 72 36 12.

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Related Links

Six steps to your financial plan

Aon Wealth Management Limited Financial Services Guide

Aon Financial Planning & Protection Limited Financial Services Guide

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