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.

Lifestyle Modelling Analysis

In our first consultation we will take you through the outcomes of your lifestyle modelling analysis. The cornerstone to our strategy and advice focus is built around the Lifestyle Modelling Analysis. This analysis will provide a snapshot of where you are, where you want to be and what you need to do to get there.

Our Lifestyle Modelling Analysis is included as a standard annual review service in our Premium and Premium Plus service Packages. The initial analysis presentation and discussions are complimentary.