RETIRE IN STYLE
This is one of the simplest strategies that anyone who works can use.
However very few people do.
But the ones who succeed in the long term know the power of this strategy and use it to their advantage.
We asked clients:
“If we gave you $50,000 in cash to invest, would you know exactly where you invested that money?” Their answer was; “Yeah, of course.”
So we asked; “Do you know where your super is invested?” There was a long pause until they answered, “No.”
Most people don’t think about their super until they are close to needing it or already retired. By then it can be too late.
What many of us don’t realise is that we have the power to treat our superannuation like any other investment; and get that money working hard for us now. It can mean 100’s of 1000’s of dollars more in your pocket when you stop working.
We simply take for granted the fact that a portion of our salary is put aside to support us in our retirement.
But what does that money do in the meantime?
How We Can Help
Let’s get it working for you
Today super is fast becoming the second largest asset owned by most Australians. But it can be a complex and complicated puzzle.
Whether it be consolidating existing funds, reviewing your current super strategy or identifying an appropriate vehicle to invest your funds, we can help.
Review and Consolidate Existing Funds
It’s important to regularly review your fund (or funds) and in most cases, consolidation is an appropriate course of action. Having all your money in one place will mean that it grows more quickly for you.
What we do
We can help you review your funds and locate any lost superannuation you may have. Changing employers, changing addresses or getting married, can all lead to a fund losing contact with you.
And we help you determine whether staying put or switching is in your best interest after reviewing:
- Relative strength of the fund to deliver in the future
- Investment performance
- Personal Insurance cover
- Upfront, ongoing and member fees
Once we agree what is appropriate, we look after all the paperwork and manage for you.