Most working Australians these days have Superannuation, but few realise the many ways that Super can be used. For example, did you know that your Superannuation balance is able to be used to fund Income Protection Insurance, Life Insurance, and the fees for obtaining professional financial advice, like that provided by Evolve Wealth Management?
The majority of Superannuation Accounts are managed by big corporations, and most people don’t even know where their money is being invested – they just know that their employer pays into the account each pay period. Unless you are experienced in the investment world, you possibly don’t know that you are able to take steps to improve the return on your Super.
Our advisors are on hand to examine your Super account, see where your funds are being invested, track their performance, and provide the services and advice to help you to get the most out of what, for many, will become a substantial sum of money over their lifetime. We will also search for any Superannuation accounts that you may have forgotten about, or cannot pinpoint – after all, there is more than $13 billion of lost or unclaimed Super in Australia, and some of it could be yours!
If you have several Superannuation accounts, we can help you to merge these into one, a step that will immediately improve your balance by not having to pay management fees for each. While you may consider merging these yourself, our experience is that there is always a risk of double-handling which can incur more changes than is necessary.
Evolve Wealth Management strives to help West Australians to grow and protect their financial future, and managing your Superannuation in the best way possible is a key element of this.
Call or email us today to learn how we can help you get to know your Super better.