Superannuation is complicated and the rules are forever changing – so it makes sense to seek guidance from a specialist who can help you navigate the legal complexities involved. By working with Super Focus you will benefit from our thorough understanding of the legislation and, importantly, our ability to identify and implement effective strategies.
Our extensive academic and professional credentials set us apart from others in the industry. We will work proactively and use our technical knowledge to add value for you. You will have the peace of mind that your affairs will be structured in the most tax effective manner and all available strategies will be optimised for your benefit.
Super Focus is privately owned and unlike the majority of the industry we are not affiliated with any bank, insurance company or product provider. We do not accept commissions from product providers; therefore you can rest assured that any advice we provide is based on your interests alone, without any conflict or bias.
We place enormous value on our independence, which is why we choose to operate under an independent Licence, rather than be part of a large dealer group. As a result, we are not restricted by what we can or cannot recommend. On the contrary, we are free to access the best service providers available and consequently, recommend the most appropriate solutions for you. Discover why independence really matters >>
As a Super Focus client, you will have your own Financial Coach to help you achieve your goals. Whilst you maintain control of decisions regarding your superannuation, you will have the support and guidance of a mentor at all times. In addition to technical and strategic advice, we will also assist you to make rational investment decisions rather than those driven by emotion.
Armed with a “road map” and clear action plan to achieve your financial objectives, we will work with you and continually monitor and refine the strategies we put in place for you. This approach ensures your money continues to work hard and that you stay disciplined, focused and on track.
A Tailored Service
When it comes to superannuation, one size definitely doesn’t fit all. We know that self-managed superannuation funds are not for everyone and we understand that direct shares suit some clients, but not others. This is why we offer a range of different service packages. Our approach is to tailor the service around you – not the other way around.
We believe that every investor can benefit from strategic financial advice. However, we appreciate that some investors may wish to take a more active role in the management of their investments than others. Whether you’re a hands-on investor who just needs occasional strategic advice or whether you believe you can benefit from a more comprehensive service arrangement – we can tailor a service that meets your needs.
Simple, Transparent and Flat Fees
Most financial advisers charge ongoing fees based purely on how much money is invested. We believe this approach is fundamentally flawed, as it has no direct relationship to the service being provided; it may result in some clients subsidising other clients; and it can lead to all sorts of potential conflicts of interest for the adviser.
At Super Focus, our approach is different. You’ll benefit from a flat fee that is agreed upfront, so you know exactly where you stand. Our fees are based on the nature and scope of the advice being provided – not on the type of products being recommended or the size of your investments. The result is that our fees are fair, transparent and easy to understand.
To discuss your requirements, please give us a call on (03) 5229 6882, email us at email@example.com