What condition is your superannuation in? Do you have multiple super funds from previous jobs and maybe even lost track of where they are?
You’ve probably thought about doing something with your super but like most things in life, other priorities have taken over. If you have multiple super funds it probably means you’re paying multiple fees as well as having to keep track of all that paperwork.
The good news is that we can make it all very easy for you. With our super consolidation service we do all the hard work by tracking down your super Funds and advising you on the most appropriate fund for your specific financial needs. We’ll also look at your super in relation to your overall financial goals and give you smart, simple advice on whether you’re on track to meet your goals.
It’s super easy!
To get started simply follow these three easy steps:
Give us a call or fill in the enquiry form and we’ll call you back.
We’ll arrange a time to catch up for a chat where we’ll run through your job history, find out if you have any super paperwork that you may have hidden away in a drawer at home, then get your authority to discover how much money is in the different funds.
We’ll pull it all together and work out which fund will be most suitable based on your needs. It’s that simple! We’ll also assess your insurance needs such as life insurance and income protection and address any other financial queries you might have.
With life as busy as it is these days, this is one less thing you’ll have to worry about. We do all the hard work for you.