Don't choose a Super Fund blindly!
Before you choose, get an expert review and report of your current investment. One quick call will save you time, money, and stress.
Research your setup
If you’re looking to understand Superannuation or choose the right fund and never research your own setup then you’ll likely only find general advice that has little to do with you. General advice is helpful, but at the end of the day, it’s your investment, not a general investment.
That’s why we do the right thing for our customers and start by researching your current investment setup and learning about your actual financial goals.
Get a tailor-made plan
After our research process, we do more analysis on your behalf and work closely with our partners to craft an investment package that is tailor-made for you. In other words, we and our partners use the tools at our disposal to truly uncover all the potential in your investment.
Review your plan
You risk nothing to go through our process. You get an expert review, a personalised report, and a tailor-made investment strategy, crafted just for you.
One call, we conduct our research, our partners create a tailor-made portfolio just for you, and then a second call where we present the research to you with your Superannuation investment options.
Even if our process only gives you a projection of $50,000 more at retirement age, it’s worth it.
Let the numbers do the talking
Your balance at retirement age is a number – and we want to help you get set up to make it bigger.