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Forties & Fifties – Andrew

Andrew is a high income earner and got a wife and 2 kids, He came to us worried about his wealth and the significant dent tax made in his income. during our discovery process it was evident that His superannuation benefit was low for his age.

By sitting down with a Astute adviser to create a financial plan that considered his personal situation we were able to save him a considerable amount in income tax by advising him of the advantage of salary sacrificing and due to the extra contributions he is putting into his fund, Andrew is now on track to meeting he retirement goals.

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