In today’s video we talk about ways in which you can optimise your superannuation.
We look at two issues in particular:
1) If you have multiple superannuation accounts you need to get professional advice to consolidate where possible. You should not do this on your own, as you may lose valuable insurance benefits in the process.
We recently saved a client couple over $8,500 p.a. by consolidating various super accounts they had.
2) You need to make sure that your super investment strategy is in line with your risk profile and time frame to retirement.
We often see young clients who hold the majority of their super benefits in cash, which would typically not be appropriate.
Superannuation will be a significant part of your retirement funding, so you need to take an active interest in your super.
If you would like to find out more, please contact me at Yves@affluenceprivate.com.au.
As I understand your time is extremely valuable and scarce, I am able to offer flexible meetings times, including outside business hours and during the weekend. I can even come and meet you somewhere convenient, or talk via videoconference on Skype.
My first consultation is free. I allocate up to 90 minutes to discuss your personal circumstances and to establish how I may best assist you. Where you already have an existing adviser, I would be happy to offer a second opinion. I always quote a fixed dollar fee before we start working together.
Please contact me on firstname.lastname@example.org or call me direct on 0432 885 295. You can follow me on Twitter @YvesSchoof or connect with me on LinkedIn to receive new articles.
Yves Schoof and Affluence Private Wealth are Authorised Representatives of Synchron, AFS Licence No. 243313.
The information posted is intended to be general in nature and is not personal financial product advice. It does not take into account your objectives, financial situation or needs.
Before acting on any information, you should consider the appropriateness of the information provided and the nature of the relevant financial product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant product disclosure statement (PDS) or other offer document prior to making a decision.
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