Set4Life

05/08/2024

We have moved! We are now located at 306B Crown Street in Wollongong.

Don't mind the mess while we initially get moved in!

Our phone number hasn't changed and remains 02 4227 4633

13/01/2023

Hi All,

We hope you had a lovely holiday season.

We have made the small move across the road to our new premises. We are now located at 13 First Avenue, Unanderra, above Dutchies Café.

We are currently waiting for our phone line to be transferred to our new office. In the meantime, if you have any enquiries, please email [email protected] and we will contact you as soon as possible.

Thank you.

01/07/2022

Happy Financial New Year! We are looking forward to seeing you all again this year.

Give us a call on 4227 4633 or email us on [email protected] to book your appointment.

24/06/2022

Hi! We are excited to announce that we now have an additional location in Berry available for financial planning meetings by appointment. We are at 3/98 Queen St, Berry (behind Hedgehogs Cafe).

28/03/2022

We are looking for an office administrator to join our team.

If you are interested in this position, or know someone who might be, please feel free to apply.

We are looking for a positive and bubbly Administration Officer to join our small family owned Accounting and Financial Advising Firm. We are a located in the Illawarra and the successful applicant must be able to start immediately.

05/03/2022

HIP HIP HOORAY!! 🥳
Happy Birthday to the Boss Man

16/02/2022

There were some positive changes for superannuation legislated in the past week, including the lowering of the downsizer contribution eligibility age from 65 to 60, as well as more flexibility for those aged 67-75 to get funds into the tax effective super environment. These changes come into effect in July this year. If you want to find out more, drop us a line 😃

20/01/2022

Wondering how much you need to fund your retirement? Whilst everyone has different lifestyle needs and wants, this is an excellent resource to help plan for retirement - https://www.superannuation.asn.au/resources/retirement-standard
Start the year off proactively and contact us to make an appointment to discuss your retirement planning needs 😃

The ASFA Retirement Standard benchmarks the annual budget needed by Australians to fund either a comfortable or modest standard of living in the post-work years.

24/12/2021

From all of us at Set4Life, we wish you a very Merry Christmas and the happiest of New Years. Just so you know, our office will be closed until the 10th of January. For any urgent queries, please contact us at [email protected]. We look forward to helping you reach your financial goals in 2022 and beyond!

23/08/2021

In the same way that telcos let you ‘roll over’ unused data on your phone plan, super funds can now carry forward the unused portion of your concessional contributions caps.
Topping-up your super can become a tax-effective way to provide you with an income in retirement. That’s why so many Australians choose to top up their before-tax contributions (concessional contributions) through salary sacrificing or making a tax-deductible personal contribution to their super.
The concessional contributions are currently capped at $27,500 per year, which was was increased from $25,000 on 1 July 2021. Concessional contributions can include Super Guarantee contributions from your employer, salary sacrificed amounts and tax-deductible personal contributions.
But thanks to the catch-up rules, you can now make extra before-tax contributions above this cap through a process known as ‘carrying forward’. It’s a great improvement to how our super system works because it gives you the flexibility to structure your contributions in a way that makes sense for you.
If this interests you, don't hesitate to contact us to discuss your options.
Source:

Topping-up your super can become a tax-effective way to provide you with an income in retirement.

20/07/2021

Hi from the Team at Set4Life!

We hope you and your family remain safe during lockdown.

In light of recent restrictions we have switched to providing meetings via telephone or 'zoom'.

Please don't hesitate to contact us on 4227 4633 if you have a query or require an appointment.

14/07/2021

We are pleased to announce that Sam Fletcher has recently joined us at Set4Life. He has over 14 years of experience as a Financial Planner and specialises in both Retirement Planning and Aged Care financial advice. Sam is based in our Unanderra office but is also available by appointment within the Berry/Shoalhaven area or via Zoom. If you would like an appointment with any of our planners, please contact us on 4227 4633.