Protection at Every Stage of Life

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Regardless of your individual circumstances, capital protection is a potentially useful strategy for all investors.

If you’re approaching retirement, your priority is to safeguard your future savings. Capital protection allows you to ensure what you have built up remains in tact.

And, if you are currently drawing a pension from your superannuation balance, a capital protected product can guarantee a fixed level of income each fi nancial year, even if the underlying account balance declines.

The level of fixed income is generally set each financial year based on the underlying account balance.

If retirement is still some time away, capital protection can help avoid any unpleasant surprises which could delay your retirement plans.

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"Securing your financial future is an important decision in everyone’s life and we wouldn’t entrust it with anyone else. ¬†Whether you are a passive or active investor, Momentum provides experienced,..."

Matt & Kirsty, Gold Coast
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Donna Hale

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Newbrocom Pty Ltd (ABN 39 152 026 330) trading as Momentum Financial Planning is an authorised representative of Charter Financial Planning Limited, Australian Financial Services Licensee Licence number 234665.

 

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