Frontier Financial Group - Term 2 Action
By Melina Pisani
As the Term 1 holidays and Easter break come to an end, I’d like to take a moment to sincerely thank those of you who reached out and took the time, during your well‑earned break to meet with me. It has been a pleasure connecting with many of you, hearing about your travel plans, and learning how you’ve been switching off and recharging. I was fortunate to enjoy some time with my children as well and taking them out on the warmer days.
It has also been incredibly rewarding to work with principals who are ready to take the next step in planning for their retirement. A key focus for me this year is helping members of the education sector “get retirement ready” with clarity, confidence, and a clear plan in place.
As you gear up for Term 2 with renewed energy, welcoming new families through prep tours and enrolments - your own personal finances shouldn’t be left off the priority list. Just as you plan carefully for your school community, taking time to review your own financial position is equally important.
With the end of the financial year approaching, there may be opportunities to better position yourself with the right guidance, coaching, and a trusted partner. When structured correctly, retirement planning becomes more than just a goal, it becomes a strategy that works for you, pays you, and ultimately allows you to focus on what matters most.
As a proud partner of APF, we are offering a complimentary meeting to support you in taking the next steps in your retirement planning journey. We specialise in working with professionals in the education sector, understanding the nuances of specific superannuation schemes and the unique benefits and challenges that come with your profession.
We can assist you with:
- Retirement planning – Whether retirement is 1, 5, or 10 years away, we help turn it from daunting into exciting and well‑prepared.
- Superannuation planning – Identifying opportunities available to you now, before you stop working.
- Debt planning – Are you on track for a debt‑free retirement?
- Personal insurance – When was the last time you reviewed your cover if you were unable to work? Could you or your partner maintain your lifestyle?
- Tax planning – Are you confident you’re not paying more tax than necessary? (Trick question, no one ever is.)
Surplus cashflow – Ensuring your extra cash is working as hard as possible for you.
Or feel free to contact me directly at Melina@frontierfg.com.au
I look forward to supporting you.
