Have you ever actually made an informed choice about your superannuation platform or the fund you invest your money into? No or not sure? Then you are with most Australians, who are in the dark about their superannuation. We ask people like you, where their money is invested, and they often do not really know. We also get it. You have not been informed, as you may have had an industry fund or employer fund pushed onto by the employer you first worked with. Employers do not educate you or inform you. Up until recently, it was more convenient to have one employer fund for all their workforce. This cut administration down and potentially lined the pockets of some advisers with commissions that are now being abolished by the new rules induced by the recent royal commission into the financial sector.
There are usually no out-of-pocket costs for reviewing your super.
No changes will be made to your superannuation payments unless you request it but we would encourage you to watch this video and schedule a private, 30-minute Discovery Meeting with FinishWell.
This meeting is an opportunity to review your superannuation fees. It also ensures you have the right investment for an uncertain time such as this. Malcolm and Brig from FinishWell will show you exactly what this all means for you and your personal position before making any changes. They are committed to providing more certainty for you right now, during these less certain times.
We want you to have peace of mind in your financial future and trust that you find this to be a great chance to improve your financial position.
D & B Wealth Services Pty Ltd T/as Finishwell is a Corporate Authorised Representative (Authorised Representative Number 1282068) of Climb Wealth Pty Ltd (Australian Financial Services Licence Number 409424) Brigadier Ncube, is an Authorised Representative (AR# 1273194) of Climb Wealth Pty Ltd (AFSL# 409424).| Website | FinishWell FSG| Complaints
The information provided on this website has been provided as general advice only and you should consider the appropriateness of the advice. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Climb Wealth Pty Ltd Adviser before you make any decision regarding any products mentioned on this website. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Climb Wealth Pty Ltd nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.