About Sphere Financial Services
Sphere Financial Services is an experienced advisory firm located in Balwyn North, Melbourne. We offer an extensive range of financial services which enable us to create a tailored financial plan, whatever your financial situation.
Whilst financial management can seem complicated, our role is to ensure you understand how your decisions, ultimately affect achieving your vision of financial freedom. By having access to specialist expertise at your fingertips, we ensure, you are not leaving your financial well-being to just anyone.
We work with a range of clients including retirees, business owners, families, and individuals and offer in-depth knowledge and advice in self-managed superannuation funds, wealth creation including asset allocation, investment selection and investment gearing, retirement planning and risk insurance.
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Manage capital gains tax and boost your super
If you make a gain on the sale of an investment, capital gains tax (CGT) can eat into your profits. But the good news is you may be able to use some of the sale proceeds to help you save on tax and grow your super. It involves making a super contribution and claiming a tax deduction to reduce your tax bill.
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Five top tips for financial wellbeing
We know that financial health can be just as important as physical and mental health when it comes to your overall wellbeing.
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Building mental resilience for life’s unexpected challenges
In today’s fast-paced world, we all face challenges like career changes, retirement transition, health issues, or personal loss.
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