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Showing posts from November, 2015

Make your fund and your Adviser earn their money!

It’s human nature to always seek value for money.  If we’re paying for something we expect a return.  Whether it be a service, a product or advice.  It’s the same with our superannuation and insurance.
I’ve met with a large number of clients in recent times who have been less than satisfied with the performance of their superannuation, and more so with the fact that for the most part, the only communication they receive is a mass produced end of financial year statement. 
You’re paying fees, you should be holding your super fund to account as in many cases you’re receiving very little in return.
Did you know that there is a requirement for advisers (like myself) to ask their clients to opt-in, or renew, their advice agreements every two years?  So basically, at the very minimum, I need to meet with each and every client at least every two years and earn my stripes. 
This provision doesn’t apply to many of the industry funds, so essentially they can “set and forget you” and earn their a…