Client Success #17: Getting Super Working
Projected retirement uplift: $377k
We met a man who had one clear question: why didn’t his super seem to be growing? We took the time to understand how it was invested and what it was costing him. A move to a lower-cost fund alone is projected to add $377k to his savings at retirement.
Client Snapshot
- Single
- Super that didn’t seem to be growing
Their Goals
- Have his super reviewed
- Understand what it was costing him in fees
The Challenges
- He wasn’t sure his super was invested the right way for him
- He didn’t know what his fees were costing him
Our Strategy
- Moved his super to a lower-cost fund with a stronger investment structure
- Offered insurance advice as well, which he chose not to take up for now
The Outcome
The super review alone is projected to add $377k to his savings at retirement, with $542 a year saved in fees.
- Projected retirement uplift
- $377k
- Super fees reduced
- $542 a year
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