OUR SERVICES
Financial
Planning
Financial Planning
Choosing the right partner for your financial future is a big decision, and we’re committed to earning your trust.
​
During our initial consultation, we’ll take the time to understand your goals and explore the possibilities to help you achieve them. This is also an opportunity for you to get to know us and determine if we’re the right fit for you.
​
At Abacus Wealth Solutions, we provide expert financial advice in Australia, building lasting relationships with clients nationwide, especially in Sydney. Many families have trusted our guidance for generations, relying on us for tailored financial strategies and long-term security.
Aged Care Financial Advice
Considering Aged Care for yourself or a loved one is extremely difficult. It may seem too early to think about a future you can’t imagine, but planning ahead will give you great peace of mind.
​
If you or a loved one has reached the stage where some form of aged care is needed, then you’ll have many things to consider. Sometimes family and friends can help with shopping, cooking, or transport, but there are also several professional aged care packages available. Abacus Wealth Solutions offers aged care financial services to help you navigate costs, government subsidies, and financial planning, ensuring you make informed decisions for a secure future.​​
​
-
Understanding the financial impact of aged care
-
Assessing assets, liabilities, and Centrelink entitlements
-
Managing retirement and income strategies​
​
By thinking ahead early, you can consider alternative options and put a plan in place that reduces the emotional stress for you and your family. We will help you reach the right outcome so you can live the best life you can – whether it’s in your own home or a care facility. We will specifically develop a plan for you which considers the impact of aged care on your loved ones financial affairs. We also have positive relationships making any transition as smooth as possible.
Centrelink Advice
We provide professional assistance for individuals and families with navigating the Centrelink age pension options and benefits. Whether you're looking to help a loved one or in need of solutions for yourself we're here to help you.
​
As your appointed Agent we can help in the following ways:
​​
-
Pension applications, reviews, and maximisation.
-
ACAT assessments and aged care placement.
-
Estate planning (wills, powers of attorney).
-
Bill paying services.
-
Connecting you with care services.
-
Facilitating family meetings.
-
Coordination with your accountant and lawyer.
Retirement Planning
Retiring on your own terms is not always easy to achieve, however it is evident that those who plan for retirement are more likely to do so. Research also shows that obtaining professional help during the pre-retirement years further improves the probability of attaining your retirement objectives. The earlier you start implementing a plan the better the outcomes.
​
Retirement planning is about the lifestyle you will have after you stop work. Planning focuses on issues such as how much superannuation is enough, taking a super pension, making superannuation contributions while receiving a pension from a super fund, estate planning and looking after your family.
​
We can also assist with claiming Centrelink entitlements including the Age Pension. Planning properly is becoming even more important now we are expected to live longer. This greater need means that professional help has never been more important as well. At Abacus Wealth, our retirement planners will provide the time and expertise needed to help you implement the best financial strategy possible.
Self-Managed
Superannuation
Fund Advice
Self-Managed Superannuation Funds (SMSFs) offer a good strategy option for many individuals, families and small business owners to build tax effective wealth and to protect assets over time. SMSFs are becoming popular for those who are ready to take control of their own super investments as they give you ultimate control and flexibility to manage your retirement benefits.
​
It must be noted though, that you will have increased responsibilities as a trustee of the fund. As a SMSF Trustee you need to keep up to date with all required regulations and keep up with the fast paced financial markets.
​
Abacus Wealth can work with you to understand your personal financial situation and decide whether an SMSF structure is appropriate for you. We also provide expert SMSF planning to ensure your assets are invested in the most effective way, helping you maximise your retirement benefits.
Financial Planning for Accumulators
Are you in your 40s to 60s, working hard, and navigating the significant costs of debt repayment, school fees, and children's expenses? These years are demanding, but they're also your prime time for strategic financial growth.
​
Abacus Wealth Solutions specializes in helping accumulators like you. We'll partner with you to:
-
Accelerate Debt Freedom: Get smart about paying off what you owe.
-
Fund Education Goals: Secure your children's future without sacrificing your own.
-
Build Lasting Wealth: Turn your hard work into a strong financial foundation.
