by nickAdmin | Sep 21, 2023
John is 57 and recently left his job in the South Australian Government. He had just over $1 million in a Super SA fund and a small balance in his new employer’s super fund and wanted to know his options. Should John consolidate the two super funds into one, and...
by nickAdmin | Sep 20, 2023
Jane is 63 and is looking to retire in the next few years. She’s mortgage-free and wants to know if the amount she currently has in her super fund will be enough to afford a comfortable retirement or whether she will need to work a little longer. We worked with Jane...
by nickAdmin | Sep 19, 2023
Nick is 34 and came to see us as he had multiple super funds and didn’t know which one to keep. We reviewed each fund from a cost and investment option perspective and considered any insurance he held within the funds. We provided recommendations to consolidate all...
by nickAdmin | Sep 18, 2023
Linda is 45 and had some funds remaining after her divorce. She’s currently renting a home and wants to continue to do so, with a view to buying a property in the next seven to ten years. Linda wanted to know what her options were as far as investing her funds. We...
