Helping with your long-term goals
For many, superannuation is the second largest asset next to the family home; however, because you can’t spend the money now, people tend to forget about it and end up in default options that may not meet with their risk tolerance, goals or time frames. In some cases people end up with multiple funds, paying fees on all of them with none of them working for you.
We are qualified financial planners
Our qualified financial planners will look at all the super funds you have, along with important features you may wish or need from your fund and help you get back on track. Many people believe consolidating into one fund is the best thing to do, which isn’t always the case. You may have health issues or have an occupation or pastime that may prevent you from gaining or consolidating insurance cover. If you consolidate without looking at exactly what your current funds provide, you may risk losing important benefits that you may not be able to get back.
There are many important factors you need to consider before deciding to move your super funds, and our qualified financial planners will help you find the right funds to meet your needs.
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.