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Since 1983 superannuation has become a significant part of the personal financial planning arena. At that time the government started outsourcing the responsibility of retirement income to the private sector and individuals.

There are a number of options that can be used such as retail superannuation funds, industry funds, company funds, private superannuation, wrap accounts or self managed superannuation funds. They all have their place and their uses. The skill is to be able to find the style that suits. They are all represented in our client base depending on people’s ages, asset level, personal income and the style of investments clients wish to be involved with.

Through our financial planning process we determine the best superannuation option for our clients circumstances.

The average length of time a client has been with Wright Planning is 14 years and in that time we have guided our clients through a number of significant choices regarding their superannuation structure and approach.

The most important aspect of this process is that clients adopt a strategy that meets their needs and objectives.

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