Free Consultation
The first step is to get to know you and your circumstances, what are your investment and retirement goals? What are you interested in investing in? and how we can help you achieve these goals. During this consultation we will answer any questions you may have.
Set up your Self Managed Super Fund (SMSF)
The next step is to set up your self managed super fund and roll over your retirement savings into your new fund ready for you to invest.
Your Learning Begins
Once a week over video or phone call you will meet with your dedicated adviser and trainer where you will learn the ins and outs of investing your own superannuation. Starting with the basics and focusing on areas that interest you we will help set you up for long term success.
Work Together With Your Adviser
Your adviser will assist you in making investment decisions together until you feel comfortable on your own. Some people feel comfortable on their own quite quickly. Others may take longer. We never rush you, this step is different for each individual. We even have clients that still work with their adviser very closely on every investment decision years later.
You Are Ready
You are ready to invest on your own. You will still have quarterly check in calls with your adviser to see how you are going and if you need any help. Your adviser will still be available whenever you need them for any questions you may have.
