In Your 20s:
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Building Strong Financial Foundations
Starting out in your 20s can be overwhelming, but it's the perfect time to build a strong financial foundation. Abacus Wealth Solutions helps you set goals, manage your budget, and start saving for the future with tailored advice for long-term success.
In your 30s, you’re balancing career, family, and homeownership. Abacus Wealth Solutions helps you grow your wealth, optimise your super, and plan for the future with strategies tailored to your needs. From tax-effective investments to family protection, we offer practical advice to keep your goals on track.
In your 40s, it's time to secure your financial future. Abacus Wealth Solutions helps refine your investment strategy, reduce debt, and protect your assets. We’ll optimise your super and create a wealth plan that ensures security for you and your family, keeping you on track for long-term goals.
In your 50s, retirement feels closer than ever. Abacus Wealth Solutions helps you prepare financially, from maximising your super to refining your investments. We offer tailored retirement planning, aged care guidance, and advice on transitioning to retirement, ensuring a comfortable, worry-free future.
As you approach retirement, Abacus Wealth Solutions provides the support to help you transition smoothly. We’ll manage your super, structure income, reduce tax, and guide you through aged care planning, giving you the confidence to enjoy your retirement with peace of mind.
We pride ourselves on our wealth of knowledge and expert advice, prioritising your financial future above all else.
Our Services
We're here to help you make the right decisions.
Financial Planning
Insurance Solutions
Investment Management
We make it simple for you.
​We offer trusted expertise in retirement, aged care, Centrelink, and SMSF planning to help you secure your future.
We protect what matters most.
​We offer comprehensive financial security through our life, income, and business insurance plans.
We take your investment seriously.
We offer strategic investment management to maximise returns and minimise risk.
We're here to guide you every step of the way.
We understand that everyone's financial situation is unique. That's why we take the time to get to know you and your goals, so we can provide tailored financial solutions for a secure future.
With locations in Sydney, Liverpool, Leichhardt, and beyond, we offer personalised advice that helps you achieve your goals.
A wealth of knowledge at your fingertips.
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