Allow us to gain insight into your own personal situation so we can tailor a Superannuation investment portfolio designed just for you.
Ensuring you have the right mix of investments in your Super Fund can significantly increase the amount you will have when you retire.
When choosing how much money you should invest in shares, cash or property there are no hard and fast rules. It all depends on you as an individual and what sort of lifestyle you would like once you retire.
Even the most experienced investors understand finding the time to stay on top of world markets and the issues affecting where your Super money should be invested at any particular point in time can be a difficult task.
We do all the heavy lifting and advise you every step of the way.
|Investments Tailored just for you
Right from our first meeting, our advisers take the time to gain insight into your own personal situation so they can tailor an investment strategy with the right mix of Shares, Property, Fixed Interest and Cash to suit you.
|We are there for you into the future
We know that life doesn’t stand still. You might change your job, the economy shifts constantly and legislation may even affect a company that you have invested in. This is why we are reviewing your investments on a daily basis and contacting you to make adjustments when they are needed.
|Bringing it all together
You don’t have to be a job hopper to end up with three or more Super Funds. We do everything for you to bring all your Super together in one fund as we know it can be a daunting task tracking it all down and deciding where the best place is to put it.
|Educating you along the way
Whether it is at one of our formal classes or just in our day to day discussions with you we will educate you on why we have chosen specific investments for you. With knowledge you gain a better understanding and become more aware of the changes needed to build your wealth for your retirement.