• Mon - Fri : 09:00 - 17:00
  • 1300 520 114
  • info@myfinancialwish.com.au

Superannuation

We find that Superannuation is a topic that many people don’t give much attention to. If you are or have been an employee, it is likely that you have a super fund, or multiple super funds, that could be reviewed. My Financial Wish can help you find all of your super funds, including any lost super, review and if required; consolidate your funds into an appropriate platform.¬†Super funds generally have default insurance covers that may not be appropriate for your current circumstances, this is another area related to super that we can review for you.

A super review can help ensure that you are not spending more money on fees and policies than necessary; optimising your holdings to enhance potential growth of your funds; and ultimately working towards preparing your super balance for your retirement.

Together we will establish your present financial position and draw up a plan that will help you build wealth and achieve financial security