Tell us a bit about yourself and we’ll get in touch to organise your free initial consultation
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.
See what your current funds performance and fees are and how they compare to similar funds.
Help you find the right type of investment option for your risk tolerance.
Provide guidance and advice on the right fund and investment selection for your needs.
Do I need life, TPD, income protection or trauma insurance? If so, how much is required and what would the premiums be?
Salary sacrifice, spouse, government co contribution, downsizer - What are these? What are the benefits and are they appropriate for me?
Do you know how much super you need to retire and do you have a plan to get there?
Do you know how to make the transition from living off your salary to living from your superannuation funds?
Who should I leave my super to if I die and how do I nominate them properly?
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.