Identifying a superannuation account that needs to go to a new loving home is always a pleasure for us! It feels like we are really helping people. In some cases, the outcome will be hundreds of thousands of dollars more that people have to retire with.

We are at the “ We help you get it their part “. Below I will outline the process of our services. I strongly dislike having to call up a business to get the sales pitch when they could just explain it, so I will.

 

1. You send in a copy of your superannuation statement with your personal details blacked out for your privacy.

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2. We take a look at it for free and get back to you, ask you some questions and give you our analysis of it.

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3. If you wish to proceed with re homing your super you can pay for our services directly from your super not your wallet.

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4. We get you to sign a letter of engagement, fill out a fact find, and we write a Statement Of Advice ( usually about 40 pages ) all about you, your situation , our advice and recommendations.

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5. We explain the SOA and you sign a letter of authority to proceed.

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6. In roughly 7 -14 days your super will have arrived at its new home and if you needed insurance that was in your best interest it would be well under way.

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Get us to call you for a quick chat with out the sales pressure