Consolidation, reviews, investment advice and wealth strategies
It is common for people who
have had multiple jobs to have multiple superannuation
accounts. It is also common for these people to be
paying unnecessary fees. By consolidating multiple superannuation accounts a client might be able to reduce fees, have access to more features and be invested appropriately based on age and risk tolerance. Alternatively, it is also common to hold one superannuation account but be unsure how it compares to other super funds out there in the marketplace. At Reedy Advisory, as we are not licensed by a large institution that owns a super fund, we are able to provide impartial advice and recommend a suitable superannuation platform that is right for every client. Our investment advisory service can also help with the establishment and ongoing management of superannuation investment portfolios. Please refer to our investment page by clicking here for more details. There are many superannuation strategies that can be utilised to both minimise tax and maximise wealth. Please refer to our retirement planning page by clicking here for more details. It is never too late or too early to get the most out of superannuation.