We’re now two months post June tax time and before we know it, we will
be seeing Christmas decorations and gifts filling
retail stores as December and
summer creep closer!
One thing we can be sure of is that as our lives get busier and busier,
we tend to put some things on the back burner that may not seem important to us
at the time.
Unfortunately, superannuation and insurance too often seem to fall
victim to this train of thought.
Perhaps you might still be in that “review” state of mind having just
prepared all your tax documents? Take
the time to have a quick look at your latest super statement you would have
received for tax purposes this year. Did it perform well? Do you understand
the insurances you’re paying for?
The last 12 months has been very good for local equity markets. If your super fund hasn’t performed well,
then it may be time to consider if the investment options you’ve chosen are
suitable to your circumstances.
Make a new financial year resolution
with yourself not to put your super review on the back burner. Your superannuation is simply too important
for you not to spend some time getting it right.
If it is just once a year you
review your super + insurances, it will be time well spent. Hindsight Wealth’s reviews are free with no
obligation.
There are
many ways we can hold your review: face to face, Uber Chat +
Ride, online
meeting via my calendar – choose your date, text me a photo of your
latest super statement, email or phone me.
Andrew O'Brien and Hindsight Group Pty Ltd t/as
Hindsight Wealth Pty Ltd (ABN 88 168 442 528) are Authorised Representatives of
Affinia
Financial Advisers Limited ABN 13085335397 & AFS Licence No 237857. The
material contains general advice only and the consumer should consider the PDS
and whether the product is appropriate prior to deciding to buy.
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