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Making sense of Superannuation

We’re committed to help you understand and get a better outcome for your super.

Whether retirement is a long way off, just around the corner or you’ve already retired we’re here to help you make the most of your super.

We understand that for most people super is very complicated and confusing. We aim to break this down in easy to understand terms and considerately explain how it can be improved.

We’ll do our best to explain and advise on the key components of your super, identifying any areas where there’s room for improvement and advising on the pros and cons of any change.

Our goal is to leave you in a better position and help you to achieve your retirement goals.

How we can help you

Performance and fees assessment

See what your current funds performance and fees are and how they compare to similar funds.

Risk Profile Assessment

Help you find the right type of investment option for your risk tolerance.

Advice on choosing the right fund

Provide guidance and advice on the right fund and investment selection for your needs.

Insurance Advice

Do I need life, TPD, income protection or trauma insurance? If so, how much is required and what would the premiums be?

Contribution Advice

Salary sacrifice, spouse, government co contribution, downsizer - What are these? What are the benefits and are they appropriate for me?

Retirement Planning

Do you know how much super you need to retire and do you have a plan to get there?

Transition to retirement strategies

Do you know how to make the transition from living off your salary to living from your superannuation funds?

Beneficiary Nomination

Who should I leave my super to if I die and how do I nominate them properly?

Our process

The first step is to better understand your current situation, needs and objectives. Once we know where you are and where you want to be, we can work on a plan to get you there.

We will ask the right questions to ensure we identify all the areas in which we can add value.

Regardless of your situation we’ll do our best to provide you with clear advice that puts you in a better position.

We can provide one-off advice as well as ongoing advice on your superannuation and other areas of financial planning.

Servicing clients all around Australia, our process is suitable for meetings over the phone and video conference.


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About us

Our team live and breathe super and are dedicated to giving you good advice that puts you in a better position.

We’re not affiliated or aligned with any super fund and can advise on all funds in the market, including making the most of your existing super fund without the need to change.

Our advice services are provided by Foreman Financial Group – a specialist financial advice firm with in-depth knowledge and experience with everything to do with superannuation.

Speak to one of our financial advisors today

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