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The PKF Podcast | S2, Ep 5: Building, protecting, and optimising your wealth for the long term

PKF Sydney & Newcastle

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The PKF Podcast | S2, Ep 5: Building, protecting, and optimising your wealth for the long term

166 просмотров · 3 месяца назад
PKF Sydney & Newcastle
87 подписчиков
166 просмотров · 3 месяца назад
In this episode of The PKF Podcast, Matthew Weeks, Financial Adviser at PKF Wealth, discusses how superannuation can be used as a powerful tool for long-term wealth creation and retirement planning. The episode covers tax-effective contribution strategies, managing investment risk across life stages, pension phase, and Transition to Retirement options. Matthew also highlights the importance of reviewing super regularly and keeping death benefit nominations up to date to ensure the right outcomes over time. General Advice Warning: This information is general advice only and does not take into account your objectives, financial situation and needs. Before making a financial decision based on this advice, you must consider whether it is appropriate in light of your needs, objectives and financial circumstances, and where relevant, obtain personal financial, taxation or legal advice. Where a financial product has been mentioned, you should obtain and read a copy of the Product Disclosure Statement prior to making any decisions.