With the interest rates close to zero, the gap between
bank deposits and managed investments has never been greater.
Everyone is invested somewhere.
Typically, there will be cash savings and something in your super. You may know the balance, but it’s hard to know whether its doing what you need it to do.
We educate you about the different investments, structures, asset classes and more. So you know what investment risk you currently have and whether you are being rewarded appropriately for that risk.
We find that by optimising your investments and risk, you hretire earlier and end up with more.