Rob is a builder and he really didn’t have the time or know how to plan for his retirement. Rob came to us because he’s been referred by his mate who is also a client. When our Astute advisers went through the discovery process they found out he had 7 Super funds totaling well above $300,000.
The combined fees on these super funds was over $10,000 per annum which not even contributions could maintain. We researched the best fund for Rob in conjunction with his insurance and rolled him over into a fund saving thousands of dollars. Now Rob can see if his retirement savings are on track in the one consolidated fund.