How to best secure your financial future


How to best secure your financial future

Is your financial future secure and does you superannuation align with your life ambitions and goals?

Finding the most suitable super fund will help you lead a comfortable and happy life as it is an investment in your future self and of course to give you peace of mind. But, with so many superannuation funds to choose from, how do you hone in on one that matches your goals and saves you more?

 

We do this legwork for you.

Finding the most suitable super fund

Finding a tailored super fund can take some time and a lot of research however the good news is that we can do all of this for you. To start with, Capita will sift through the options and pinpoint one that offers low fees, investment options and that matches the risk level, performance and benefits you’re after.


The most important things you need to consider is if you’re comfortable with low or high-risk investment and the kind of lifestyle you want in your retirement years. In other words, do you want a super fund that will take risk to potentially increase your retirement fund or have a steady and secured super for retirement.


Many super funds also have hidden fees that customers are not aware of, this could mean a big difference over the course of 40 years. It’s important to find a superannuation fund that you pay less and earn more to set you up for your financial future.

 

Can I change my super?

 

If you have changed employers and haven’t supplied to the same Superannuation details, you may have your super spread across multiple funds. This can cause a few issues as you may be getting charged fees on multiple accounts or may lose track of your super fund.

 

Changing your superannuation is a fairly simple process, which we can handle on your behalf. Of course, we want to make sure your new superannuation fund is going to serve you better than the one before, so we’ll go through our research process to ensure you’re looked after.

 

We’re happy to assist you with securing superannuation that works for you, whether you’re changing it up, rolling multiple accounts together or reassessing your existing fund.

 

Get in touch now to secure your financial future.


* The information on this page was sourced from Money Smart.

General Advice Warning: the advice has been prepared without taking into account client’s objective, financial situation and needs, and because of that, before acting on advice they should consider the appropriateness of the advice having regard to their objectives, financial situation and needs. if the advice relates to acquiring or possibly acquiring a particular financial product, they should obtain a Product Disclosure Statement (PDS) for that product before making any decision about whether to acquire the product.

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