Superannuation Health Check
After watching stock markets crash and seeing the effects of the Global Financial Crisis, it’s not good, but it is no surprise.
Many Australians have a “She’ll be right” attitude that really borders on denial – which incidentally is not a river in Egypt.
So we have decided to do something about this. We have this offer available to people such as yourself, so for a fixed fee of $500 plus GST, we will do the following for you:
- Review your existing superannuation fund and how it meets your investor risk profile;
- Review your fees and charges;
- Provide an estimate of your expected balance at retirement; and
- Answer any questions you may have on your retirement and savings strategies.
If you want to know how your financial future is shaping up I strongly urge you to call us on (07) 5577 8653 or send me an email to firstname.lastname@example.org to arrange a time to catch up.
One thing we have learned from the past few years is that our financial future is our responsibility and ours alone – if we do nothing to help ourselves, nobody else will.