It’s pretty common that a familys’ bunch of Financial Services (Insurances, Wills, Super, Debt etc.) is an accumulation of bits and pieces gathered over the years. A situation probably lacking in – Strategy, Opportunity and Value. We identify all these areas that need attention and tidy it all up.
Super can be daunting and the chances of anyone totally maximizing the benefits it offers, without some professional guidance, are remote. As it is in play for such a long time, a mistake in your strategy here can be very very expensive.
All clients get an invitation to an annual review. Chances there have been big changes in – Super rules, Tax laws, personal circumstances and the opportunities to improve their position. So if clients feel the need, we have an annual sit down and ensure their strategies are tweaked accordingly.