Are you aiming for a stress-free retirement? It is essential to examine your superannuation more closely. Not all funds are equivalent, and merely depositing your money without a strategic approach will not suffice. Individuals within the same fund can experience vastly different outcomes. For instance, one member may achieve a 10% annual return, while another may only see a 3% return. The configuration of your investments within the fund is crucial to these disparities. What distinguishes an effective setup from an ineffective one? The key factors are fees, returns, and risk. High fees can significantly diminish the retirement savings of many Australians, but often it is the returns that individuals overlook. Superannuation Plus can connect you with licensed financial advisory firms that will assist you in comprehending your investment structure, enabling you to optimize your funds and secure your financial future.

We are an independent, Australian-owned organization dedicated to assisting Australians in connecting with financial advisers. Our goal is to help you maximise your retirement savings. We initiate the review process by gathering essential information regarding your superannuation, and if you meet the necessary criteria, we will refer you to a financial adviser to finalize the review. There is no need for extensive paperwork; we streamline the process for your convenience. Therefore, why delay? Connect with our team to discover more Superannuation Plus.

When we refer to "no out-of-pocket expense," we indicate that if you find the adviser we connect you with to be satisfactory and believe their guidance aligns with your best interests, personal circumstances, and offers substantial benefits, any associated fees can be deducted from your superannuation. Provided that the advice pertains to your superannuation, utilizing their services incurs no out-of-pocket costs. Should you find the advice unsatisfactory or unbeneficial, you will not incur any charges. This presents a risk-free opportunity to consult with an adviser, assess your financial situation, and obtain recommendations for enhancing your financial well-being. We are dedicated to offering a no-obligation service, and our partner advisers will create a tailored Statement of Advice (SoA) for you, detailing their recommendations and the rationale behind their advice prior to any decision-making on your part. No-obligation, no out-of-pocket expense, cost-effective, and risk-free. This is the reason why thousands of Australians have chosen Superannuation Plus.

A default superannuation fund or option is the product into which you are automatically enrolled by your employer or upon the establishment of a superannuation account. This implies that, without taking the initiative to tailor your super fund or seeking assistance from an adviser to do so, you may find yourself in a generic fund that employs the same investment strategy and insurance coverage as that of other members. This situation can pose significant challenges, as evidenced by the Government’s Productivity Commission Inquiry into superannuation, which revealed that numerous members are placed in under performing products that could diminish nearly half of their balance by the time they reach retirement. At Superannuation Plus, we advocate for personalized superannuation solutions to ensure that your investments yield optimal performance and that your insurance is specifically aligned with your requirements. Conducting a superannuation review can help confirm that you are not enrolled in a under performing fund, being subjected to excessive fees, or paying for inappropriate or redundant insurance policies. It is advisable to perform regular reviews to guarantee that your superannuation is achieving the best possible outcomes and remains pertinent to your current circumstances.

At Superannuation Plus, our primary objective is to streamline the review process for your convenience. Therefore, our review service is entirely free of charge, and it will remain so indefinitely. We are able to provide this service at no expense to you because we receive compensation from advisory firms for referrals. You will never incur any additional fees for utilizing our service. Moreover, our offerings extend beyond just reviews. We eliminate the uncertainty associated with selecting an adviser by rigorously screening them and only referring you to those who meet high-performance standards. Our commitment does not end there; we also oversee and assess their performance to ensure they consistently deliver optimal results. Consequently, you can have complete confidence that you are well-supported by Superannuation Plus, without any concerns regarding hidden fees or extra charges.

Certainly! Our primary focus is to provide a swift, straightforward, and secure experience for our clients. We take great pride in having assisted numerous Australians nationwide, irrespective of their location or the demands of their schedules.

Simply walk away; It is as straightforward as that. There are no fees owed to us or the adviser for any services rendered. Our confidence in the quality of our work is such that we conduct all necessary super checks and refer you to a licensed financial adviser for a formal statement of advice before you make any financial commitment. Fees will only be applicable if you choose to move forward with the implementation of your financial plan. Furthermore, these fees will be clearly disclosed prior to your decision and can be covered by your superannuation, ensuring that you incur no out-of-pocket expenses.