Skip to main content

Bye Bye Email Appointment setting.


Say goodbye to the text and email back and forth tag game to find the perfect meeting time.


Your job, your lifestyle, your family circumstance can change quickly.  Your super should reflect all your life changes as quickly as you do.

In the new year, make it your resolution to have a check up on your latest super statement + insurances.  


Need a return Uber ex Brisbane CBD?  It’s on me.  Just let me know when you make your online Calendly appointment.

The wet season in Queensland normally means December through to February is particularly slow.  

That being the case, why not set aside an hour during your next hitch break to review your latest super statement?  Make a Calendly appointment with me for an online chat, a phone conversation or face to face appointment at our Hamilton Office for a coffee (I make a pretty mean latte)...

During our catch up, we can have a look at your superannuation returns for the year and see if we can improve on that for you.

It’s an opportunity to discuss the state of the industry and I’m more than happy to share any current opportunities within the industry that I hear about via my client base and network.

If you’re not happy with the returns your super fund is producing, don’t ignore it. Do something about it. You work hard for your money.  Make sure you super is working hard for you now, so you don’t have to later in life.


Comments

Popular posts from this blog

Times are tough. How can you position yourself to minimise the impact?

The last few weeks have been extraordinary to say the least. We’re battling a world wide health crisis and we face uncertainty in many aspects of our lives.  It’s true that there are simply some things beyond our control and we will more than likely see many changes to our everyday lives for the remainder of 2020 and beyond. So, what can be done?  On the other side of this, many people will be left with dramatic financial stress, whether it be periods of unemployment, depleted cash reserves or battered superannuation balances.  And for many, timing will be an issue. Those who were weeks ago contemplating retirement may now need to change their plans. And those that are still accumulating for retirement have more than likely just seen their investments and superannuation return to levels of 5 or 6 years ago. Essentially the clock has be wound back in one way or another.  It may well be a good time to take stock and lay some foundations for when things do recover (which they

Hindsight Wealth Office Walk Through Message

When Socks and Jocks don’t cut it anymore.

We have a solution  to avoid the old favourites: socks and jocks this Father’s Day.  As this weekend is Father’s Day, the focus should be on Dad.  You can purchase the actual book or the digital copy  so Dad can access year - round savings from his smart phone.  Part proceeds from your purchase, also helps a local Brisbane charity:  Be Uplifted Inc Breast Cancer Charity – so everyone wins!  Click here  to purchase Dad his Entertainment Book subscription. Another gift you could give Dad is encouragement.  To encourage Dad to have a conversation with a financial adviser about his super and insurances.  Why?  Maybe Dad has started a new job or had a promotion. Maybe Dad is nearing retirement? When our lifestyle changes or work situation changes, it affects your super + insurances. Reviewing these regularly will make sure Dad stays on track. Perhaps you know Dad has a few super funds hanging out there from previous jobs. This can affect a few things – especially Dad’s back pocke