Imagine Financial Planning Advice That Saved A Couple In Excess Of $20,000 p.a. In Fees & Commissions For The Rest Of Their Lives!!

If you are quietly thinking to yourself that $20,000 p.a. in fee savings is a lot of money, you are right.

When it comes to investing, there are typically three sets of ongoing fees: a platform or administration fee, an investment manager fee and an adviser fee or commission. If you are able to reduce some or all of these fees there are potentially huge fee savings available.

Imagine a scenario where a retiree couple had $1,500,000 invested and their total investment fees were $32,970 p.a.. After receiving Financial Planning Advice from The Financial Advice Shop, the couple’s total investment costs were reduced to just $12,790 p.a.. This is not an isolated case and we have other stories just like this!

We all know superannuation and investment fees are far too high, particularly if you are a client of a bank or another large institution. Unfortunately, it is not always easy for investors to work out if you are getting a good deal.

If you have been invested in the same investment product for a long time it is quite likely there are now significantly cheaper investment options available to you. For a range of issues, including conflicts of interest, it is unfortunate that when a cheaper investment option becomes available, no one immediately brings it to your attention.

If you are serious about reviewing your superannuation/pension fees, we are serious about assisting you. The great thing about strategic financial planning advice and fee savings is that they could give you a much greater chance of having more money to spend in retirement.

What should you do next? It’s simple: make contact with us to see how we can help you.

www.financialadviceshop.com.au

#financialadvicecanberra #financialplannercanberra #financialadvisercanberra #financialadvisorcanberra #financialplanningcanberra

#financialadvicecanberra #financialplannercanberra #financialadvisercanberra #financialadvisorcanberra #financialplanningcanberra

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Your Annual Superannuation Statement Is In The Mail, So Now Is A Great Time To Investigate Fee Savings!!

We all know superannuation fees are far too high, particularly if you are a client of a bank or other large institution. Unfortunately, it is not always easy for investors to work out if they are getting a good deal.

You may have recently received your annual superannuation account statement in the mail or it will be arriving shortly. When it arrives, take a few moments to analyse it and then take some action to improve your financial future.

Your annual superannuation account statement will give you a starting balance, a closing balance, and also show your contributions, withdrawals and investment returns. The statement will also mention fees and a very important line item of “indirect fees” that need to be taken into account when determining your total portfolio costs.

At The Financial Advice Shop we recognise fees are a very important issue that is sometimes hard to understand. For many Australians, high fees erode their long term financial security. Where there are very high fees, there might even be commissions involved.

At The Financial Advice Shop we are committed to pushing down the cost of investing and receiving sound financial advice, and determined to give people a fair go. Therefore, for a limited time, if you send us a complete copy of your current annual superannuation/pension statement for an account with a balance above $300,000, we will analyse it and provide a free fee comparison with our standard offerings.

If you are serious about reviewing your superannuation/pension fees, we are serious about assisting you. The great thing about strategic financial advice and fee savings is that they could give you a greater chance of having more money to spend in retirement.

Carefully consider this: If we were able to reduce your superannuation investment costs and at the same time provide reliable financial advice and service, you should contact us!

www.financialadviceshop.com.au

#financialadvicecanberra #financialplannercanberra #financialadvisercanberra #financialadvisorcanberra #financialplanningcanberra

#financialadvicecanberra #financialplannercanberra #financialadvisercanberra #financialadvisorcanberra #financialplanningcanberra