Superannuation is one of the biggest investments you’ll make, but rarely gets the attention it deserves. With expert advice in relation to fees, performance and value for money, we help you enjoy the best possible retirement.
We will work with you to identify an appropriate investment mix, a service level that meets your preferences, as well as the ongoing advice and support to ensure your superannuation is working hard for you.
We also can assist with:
Free consultation at a location of your choice. Here we will meet, listen to your goals and aspirations, and then collect the information relevant to provide a tailored advice solution.
Utilising our broad knowledge base, and ensuring compliance with relevant rules and regulations, we undertake detailed research to ensure we have considered all aspects of your situation.
Here we will identify and evaluate alternative strategies based on achieving your goals, and confirm their suitability for your needs.
We will present you with a Clear & Concise plan to achieve the goals that you set out. This will include all the ‘nuts & bolts’ information and the various steps to be taken to meet your goals.
Simple – this step is putting the plan into action.
We will meet with you AT LEAST once a year to ensure your plan remains relevant and you are still on track to meet your goals.