Llenpart Financial

Retiring in the next decade? We’re here to help you avoid these common mistakes Jonathon Pugliese

Most people never actively choose an investment option inside their super, which means they’re sitting in the default, whether it still suits them or not.

You could build a tailored portfolio using:

Managed Funds: professionally run strategies across asset classes
SMAs: direct share exposure with institutional-style management
ETFs: low-cost, transparent, and easy to understand

If you’ve never had a conversation about what’s actually possible inside your super, that’s exactly where we can help

Welcome to our new office! We are so excited for this next chapter. Come and see us for all your financial needs 📉🗄️📅🗂️💼📊 Suite 101 / 17 Everage St, Moonee Ponds

Major Super Update Announcement:
Government puts forward restrictions on property investing on SMSF clients.
How has this impacted your plan? Want to know what your options are? Contact us today.

Experiences like this highlight how important it is to not only have cover in place, but to understand it. Sometimes, all it takes is a simple conversation

Many Australians work hard to build their retirement savings but may be unaware of simple pitfalls that could impact their long-term financial outcomes.
A small review today could make a meaningful difference to your future.

The countdown to June 30 is on. Have you started to think about EOFY? Contact us today to review