Consolidating
your super funds into
one account can save on multiple annual member fees and provide opportunities for management fee discounts due to economies of scale of one large account over a few smaller accounts.


Be sure you evaluate both the administration fee and investment management fee when comparing investment or super products. They both exist, but can sometimes be difficult to find on face value.

Initial Consultation (No charge)

From time to time we find some clients prefer to meet and discuss their situation before going through our Lifestyle Modelling Analysis. In these cases, we are happy to offer a one hour consultation to discuss the mechanics of our service at no charge.

Contact our office for pricing details.