We provide superannuation product advice and services to large corporations, small corporations and to individuals. As financial planners, we assess superannuation needs while taking into account all other aspects of a client's financial situation. We are not tied to any particular product provider and only select the products that best meet the needs of our clients. It is important that individuals and superannuation members fully understand the features and performance of their plan. To ensure this, as the servicing agent for a plan, we provide:
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access to our advisers to answer questions on the plan during the year for members and financial controllers
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annual review of performance, market conditions and plan features through a seminar for corporate plan members and personal appointments for individuals.
With frequent changes to superannuation legislation, our services provide businesses and individuals with the information necessary to understand superannuation. The benefits include:
- individual members are kept up to date on superannuation issues, understand their superannuation plan and are regularly informed on the performance of their fund.
- employers know that a specialist, responsible to them, is doing the detailed work.
We manage the complex and changing superannuation environment for you.
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