top of page

How we can help

At BoomerSuper we offer a range of services, including:

Superannuation and Retirement Planning, Risk Protection, Debt and Cash Flow and Aged Care Planning.

Stone Tower

Super

Whether retirement is a long way off or just around the corner, it is never too soon to take an interest in your future.

Getting professional superannuation advice could be the difference between a comfortable retirement, and retiring with the nagging feeling that you could’ve done things better.

It’s so easy to feel removed from our superannuation funds – just an annual statement to remind us it’s there. But the benefits of getting up close and personal with your super cannot be overstated.

Let Ross show you how you can leverage off your super now (Yes - there are ways to make super work for you now), rather than waiting until retirement.

Family at a Beach

Insurance

Whether you're looking to protect yourself, your business, your lifestyle and family, insurance is easy with our advice specifically tailored to your circumstances.

We only recommend quality, medically underwritten insurance that keeps pace with your cost of living.

We meticulously compare insurance providers throughout Australia so you can choose the best cover that’s right for you.

BoomerSuper can assist with:

  • Personal accident and illness insurance (income protection),

  • Debt protection insurance and life insurance,

  • TPD (Total & Permanent Disability) insurance,

  • Critical Illness (Trauma) insurance.

As licensed financial advisers, we are much more than an insurance broker.

We can advise you on the most tax effective way to hold and fund your insurance cover.

Ross_FB Banner_v1.jpg

Retirement

Most Australians only retire once and it can be an exciting, but daunting time in their lives.

Many people are unsure what to do to prepare for retirement, or even who to speak with in relation to how they will spend the rest of their lives.

Whatever retirement looks like for you, whether its travel, involves part time or volunteer work, or simply spending more time with the grandkids, we have helped people find the retirement they were seeking – simply because we do it every week. 

It’s our goal that all our clients go into retirement debt free and tax free.

DEBT FREE + TAX FREE = WORRY FREE

We want your retirement to be worry free and believe that getting the right advice can mean you have a Debt Free, Tax Free, Worry Free Retirement.

Family at a Beach

Insurance

Whether you're looking to protect yourself, your business, your lifestyle and family, insurance is easy with our advice specifically tailored to your circumstances.

We only recommend quality, medically underwritten insurance that keeps pace with your cost of living.

We meticulously compare insurance providers throughout Australia so you can choose the best cover that’s right for you.

BoomerSuper can assist with:

  • Personal accident and illness insurance (income protection),

  • Debt protection insurance and life insurance,

  • TPD (Total & Permanent Disability) insurance,

  • Critical Illness (Trauma) insurance.

As licensed financial advisers, we are much more than an insurance broker.

We can advise you on the most tax effective way to hold and fund your insurance cover.

Our advisers are Authorised Representatives of Apogee Financial Planning Limited ABN 28 056 426 932 an Australian Financial Services Licensee and has its registered office at 105-153 Miller Street North Sydney NSW 2060.
Click here to see our Financial Service Guide

bottom of page