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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The power of positive thinking
Have you ever had a day, or even a moment, where it felt like everything had just fallen into place and you were completely content? Or have you managed to talk yourself up to get through something challenging or difficult?
Your Super – Who to Nominate as Your Beneficiary?
Nominating your super beneficiary is something you have most likely been asked to do if you have a superannuation fund.
Consider making a (larger) personal deductible contribution before 30 June
By making personal contributions to your super, you may be able to claim a tax deduction to reduce your tax liability which may allow you to pay less tax and invest more in super.