Accumulation

Options for Individuals

Oncore Wealth Solutions offers a wide range of options for individuals to consider. from personal risk and family protection, retirement planning and preparation, to wealth maximisation and sustainability.

Various forms of insurance options exist for individuals, which include life insurance, total permanent disability, income protection, and trauma insurance. We can assist in claims management of your insurance policies, as well as statutory compliance, personal estate planning, loan referrals and refinance.

We can also help you take control of your retirement planning by establishing a Self Managed Super Fund (SMSF), as well as offer other Superannuation services to suit you.

We make sure you are maximising your available tax deductions by salary sacrificing into your Super, ensuring you know your contribution limits and how tax effective salary sacrifice can be. Our SMSF services also include partnerships with quality, reputable brokers to provide you stock and investment advice as needed to maintain and kick off your portfolio.

Contact us today to see how Oncore Wealth Solution can help you.