Here's How We Can Help
-
Fact Check & Review
If you are working or have worked as a regular or full-time employee, then that means you have a super fund. Your employer contributes 10% of your paycheck (minimum), and you may have elected to contribute additional funds through a salary sacrifice or other forms of direct contribution.
Most people don’t elect their own fund and have their employer set up the fund for them. The result is commonly a “default setup.” These setups can underperform.
The earlier you check the facts of your super, the better position you’ll be in to make changes or address issues, if needed.
-
Compare Your Options
Gaining more insight into your retirement plan gives you the power to improve it. Our partner financial advisors can compare your current setup with more attractive alternatives, and they all conform to AFSL standards while offering risk-free advice tailored to your individual needs. With a bespoke portfolio plus active monitoring services, our partners often yield better results than generic funds.
-
Start Retirement Plan
Many people discover that they have not started to plan for their retirement yet. Some may believe it is an arduous task that should be put off until later in life, while others may take solace in the fact that our team is known for being helpful and friendly. However, whatever your opinion, we advise starting your retirement plan as soon as possible for maximum benefit.
-
Find Lost Super
It's not always easy to remember the super fund set up by a former employer, which is why we work with AFSL-registered financial advisers. They can help you trace your lost funds and get everything organised.
-
Consolidate
We know that many people have multiple super funds and are thus paying multiple fees. Our priority is to provide the facts and help you understand your options so you can make an informed decision about which fund is best for you.