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I'm planning and preparing my financial future for retirement

Start early, that’s the advice you’ll hear time and time again when it comes to planning your financial future.

Your Skylight specialist is available to provide access to a broad range of services to allow you, with your preferred providers (if you wish), to ensure your financial future is on track. We work beside you to help you make good financial decisions to get ahead. Your Skylight specialist is on hand whenever you want to make sure your finances are in order and tracking to plan. At Skylight, we use a range of tools and calculators to confirm your progress, adjust to life stages and accommodate unforeseeable events.

We have compiled the services below as recommendations tailored for you

  • Superannuation
  • Budgeting and Saving
  • Investing Outside of Superannuation
  • Private Health Insurance
  • Life, Accident and Injury Insurance
  • Mortgage Lending and Refinancing
  • Comfortable Retirement Lifestyles

Superannuation

Making the job of choosing the right super fund for you an easy task.

Your Skylight specialist is on hand to help you choose the super fund that is right for you and your family, taking into consideration any other investments you may have.

Budgeting and Saving

You save right? But do you know there are options available to you to make your money work even harder than you do?

At Skylight our budgeting and saving experts can provide you with the right tools and expertise when it comes to making the most out of your budgeting and saving strategies.

Investing Outside of Superannuation

The most rapid growth of personal wealth will come from an investment strategy underpinned by diversity and risk reduction.

The best long-term investment strategies involve spreading risk across a range of investment types to make the most of cyclical markets, investment trends and tax breaks.

Private Health Insurance

Private health insurance – the worst strategy is to set and forget your cover.

As the cost of private health insurance increases the most obvious place to look for savings is to change your mix of cover to suit your life stage without increasing risk.

Life, Accident and Injury Insurance

The best laid financial plans can be catastrophically derailed by a major disruption to your life, your health or your ability to earn.

Fortunately, catastrophic events in your life can be covered by insurance which is widely available and generally very cost-effective when you consider the consequences.

Mortgage Lending and Refinancing

Real estate is probably the biggest purchase you’ll ever make, so it is critical that the associated mortgage or subsequent refinancing must be on the best terms and at the best rates possible.

Many home loans are taken over 30 years, and this can add up to a lot of interest that you have to repay. By taking steps to review your loan it can help save you, and your family, significant amounts of money.

Comfortable Retirement Lifestyles

You work hard, providing for your family and contributing to your community.

You deserve to look forward to a comfortable and fulfilling lifestyle in retirement. Having a clear retirement plan can be daunting given the amount of conflicting advice out there. However, you won’t get there unless you set clear retirement lifestyle goals, plan well ahead and start the process sooner rather than later.

Looking for great value private health insurance ?

Talk to Skylight today

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