When was the last time you reviewed your Super? Have you consolidated it into one place or do you have multiple funds being eaten away by management fees? Are you making the most of superannuation?
We can provide you with comprehensive superannuation and investment advice. Like many of our clients you can take advantage of our offer to review your current superannuation arrangements at no cost or obligation.
We’ll help you:
- Maximise your superannuation balance
- Consolidate other superannuation funds you might have
- Understand your investment options
- Review and recommend insurance solutions
Insurance through Superannuation
Insurance is generally one of those things that people need, but hate paying for. So when it comes to insurance cover clients are often cost conscious wondering how they could possibly fit one more cost into their already stretched budget.
Generally, the cost of insurance premiums is met using disposable income that many of us would rather use elsewhere, like family outings or the mortgage! Insurance through superannuation can be an effective way to protect yourself and your family.
It is important that you always seek the advice of an Insurance Specialist when assessing your insurance needs and the best way to structure them. There are many pitfalls for the unwary, but a well structured personal insurance plan should be able to:
- Provide adequate levels of death and disability cover
- Use the right structures;
- Minimise the impact on your hip-pocket;
- And most importantly, get the right money into the right hand at the right time (Estate Planning)
Start planning for your tomorrow today. Contact us to arrange an appointment by calling 1300 TO BE SURE (1300 862 378). Or simply tell us when to call you by completing the form on the right.