We can review your existing funds to assist in determining their suitability, including the associated costs and benefits such as insurance, investment options, flexibility and costs. If you’re like most of us, you probably hold benefits across a number of funds, following a change of employment or circumstance As part of our review, we can assist you with consolidating your superannuation benefits under a single fund structure. This can result significant cost savings over the long term.
There are many Superannuation funds to choose from. The suitability of a fund will very much depend on your individual circumstances. We do not believe in a ‘one fund fits all’ approach. We will however suggest alternatives to your current fund where we feel a different fund option could provide a better long term financial outcome.