Superannuation is what we do best.
Some of our services include:
- Finding your lost superannuation,
- Have your insurance paid for by your super fund.
- Investing your super in line with your risk profile.
Insurance is about planning for the day that no one wants to think about. The passing of a loved one. Being totally disabled or being off work for a long period of time. Take a minute to stop and think. "What if" how would you survive?
Too often clients focus on the return and not the risk. Don't look at the glossy paperwork and dream of easy richers. If you take on too much risk to achieve a return you think you want, you will end up disappointed.
Peace of Mind
Financial Planning is more than just finding the best returns and getting your risk "right" or selling insurance. Real Financial Planning is about creating peace of mind. Peace of Mind that you are on the right path, that your funds are invested in line with your risk profile and that someone is keeping an eye on your investments so you don't have to.