Services
Complimentary Review
Assess your superannuation at no cost to ensure optimal performance for retirement. Many individuals maintain their initial super fund without considering investment options or reviewing associated fees and insurances. Consequently, they may find themselves lacking sufficient funds in later years, despite years of hard work.
Lost Super
It’s easy to lose track of previous employer super or end up with multiple accounts, which can be detrimental to your financial health. Paying excessive fees and insurance across multiple funds may hinder your super’s progress. Connect with our consultants for guidance on locating lost super and consolidating your accounts for optimal outcomes.
Insurances
Life cover, income protection, and total and permanent disability insurance are common features provided by most super funds. It’s vital to comprehend your entitlements to choose the right fund and insurance. However, many individuals find this task daunting. Fortunately, our experts are available to assist you in understanding your insurance and super details.
Investments
Considering investments in Shares, ETFs, Properties, Bonds, or do you need comprehensive guidance on available options? With the majority of people who have never invested or been educated about investing, it can be quite daunting. Reach out so we can connect you to our experienced advisors, who can analyse your financial aspirations and provide personalized recommendations to guide you toward your objectives.
Transition To Retirement
Begin by reflecting on your core values and envisioning your desired retirement lifestyle, considering factors like housing, healthcare, supporting your children, and travel expenses. Wondering how to effectively manage your costs? Superannuation Specialists Australia offers access to advisors who can guide you through this journey, taking a holistic approach to understand your situation and tailor a plan that secures your future. From enhancing your superannuation to providing tailored investment advice and minimizing tax obligations, their strategies are designed to set you up for success. They will map out your path with an easy-to-follow plan, providing personalized advice that aligns with your needs and best interests. Take the first step towards the retirement you desire today with Superannuation Specialist Australia..