Will your super provide you the retirement you want?

  • Superannuation is confusing and you don’t know the rules
  • You’re not sure how yours is invested or where it all is
  • You don’t know what your options are
  • You want to reduce superannuation costs where you can
  • You don’t know what product is right for you
  • You don’t know how much you will need to retire
  • You are not sure when you will be able to stop working

How we help

  • Researching all of your options and what fund suits your needs
  • Identifying cost savings
  • Consolidating your super
  • Aligning your investments to your values and risk appetite
  • Growing your super through tax effective contributions
  • Making sure you understand how your super works and setting it up for success

Things to consider

  • Your life stage will be a huge factor in how we help you plan your super
  • The younger you start focusing on your superannuation the easier it will be to retire
  • Superannuation is one of the most tax efficient strategies available to Australians
  • Most people aren’t invested in the right level of risk for them and their needs
  • Superannuation isn’t all about ultra-low costs

Need help with your finances?

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My experience with Kris has been a really good and professional one. Kris has been thorough, detailed, and put everything into simple terms for me to understand. Kris has helped me put things in place that I wanted to achieve. The standout for me is Kris’ knowledge in the areas that I needed help with, and the way that he explained everything for me to understand. I’d give Kris 5 stars.

Damien