/, Superannuation/Getting the Right Advice

Getting the Right Advice

By Graham McIntyre

A recent article written by David Spiteri, National Risk Manager at Centrepoint Alliance, titled The Perils of not getting Advice highlighted the risk of not getting advice before looking at superannuation consolidation. Whilst most people are concerned with paying two lots of fees, the area that is quite often forgotten is the existing insurance held within the superannuation fund. Once a rollover is requested the existing insurance coverage is lost, and depending upon your current medical health obtaining new insurance cover may not be straightforward if obtainable at all.

In essence, as the article emphases, it is better to seek advice and provide a level of comfort that you are doing the best for you financial future.

Have a question? Contact our office on (07) 5492 0350.

  • More from Vietnam

More from Vietnam

September 19th, 2018|0 Comments

More from Vietnam By Peter Kelly Last week I posted a blog covering some of the learnings and experiences from a recent trip to a conference in Hanoi. This week, I thought I [...]

  • A visit to Vietnam

A Visit to Vietnam

September 12th, 2018|0 Comments

A Visit to Vietnam By Peter Kelly Xin Chao! Last week I had the privilege of attending the Centrepoint Alliance Annual Partner’s Summit. As this year’s event was held in Hanoi, Vietnam. It meant a [...]

“During the period that I have been dealing with Graham and the team at Compass Financial Solutions I have found that all of my meetings have been made easy by there friendly personalities. Everyone is polite and professional, and always willing to provide answers to questions, no matter how complicated or minor the matter might seem.”

Damian Webb, Coastline Insurance

“Compass Financial Solutions provided all the information we needed to make an informed decision to protect our family. I am confident that we have obtained the best advice for our needs”

Jason & Amanda Gemmill

“Arriving from Melbourne in 1994, I looked for the best Accountant in Caloundra and Wardle Partners were recommended to me. Since then, they have guided and advised me through the purchase and sale of residential and investment properties, the share market, a retail business and finally superannuation. Wardle Partners and Compass Financial Solutions support and encouragement enabled me to have the confidence to follow my dreams. I could not have done it alone.”

Joan Kalwig
2018-04-19T01:30:21+00:00January 10th, 2018|Personal Insurance, Superannuation|