Financial Advice for
People in Education
Ensure you’re on track for when you hang up your hat
Make a time to speak with one of our experienced advisers.
Your Journey
We draw on over 30 years of experience in providing advice to people in education and can show you the way as we have for hundreds of others in your field. We are experts in providing financial advice to people like you that is easy-to-follow and tailored to your needs. We have years of experience working with education super funds such as ESS Super, Aware Super, Uni Super and Catholic super.
Key considerations for this life-stage:
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Education Superannuation & Defined Benefits specialists
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Novated Lease advice
- Smart Salary and Maxxia specialists
We can help you
Testimonials
Words from our happy clients.
Rosemary Cosentino Founding Principal
Frontier Financial Group really care about their clients with regular reviews and meetings, making investment changes with current trends of the market.
Pitsa BinnionSchool Teacher
They have listened and understood my priorities and have put together a comprehensive plan. Financial planning is definitely not my area of strength but together the group has given me a sense of financial security and understanding.
Helen Zull Retired School Principal
As school principals, we manage large amounts of money but when it came to retirement and the management and investment of our hard-earned funds I was much happier to work with Richard to ensure we had enough funds to support our new lifestyle for many years to come.
Planning for your future path
Did you know that, the average super balance for those aged 50 to 60 is $237,000?
That may sound like a lot, but if you’re a couple looking to retire comfortably on a combined income of $80,000 per annum, you’ll need $1.3M to $1.8M in super (depending on whether you are taking the aged pension, or becoming a self-funded retiree). Similarly, single people seeking a comfortable lifestyle of $50,000 a year would need between $800,000 to $1M.
Stage of Life Chart
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This can be a big gap to bridge. Thankfully, we can help build your wealth using particular wealth creation strategies that include the following:
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Salary sacrifice
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Deductible contributions from savings
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After-tax contributions
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Consolidating your super
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Education Super fund comparison (low fees, high returns)
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Investment options
Arrange to talk to one of our friendly advisers today, and go further on your journey with Frontier Financial Group.
Related Services & Specialties
Financial Advice for Education Professionals
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Frontier Finance
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60s-70s Retirement Planning
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Our financial advisers will help you achieve financial freedom and security
