This article will help you show your clients how you can help them consolidate scattered super so they have more control in achieving a better retirement lifestyle. Written in adviser's voice.
I have to admit, I get a real buzz when I hear someone talking about not knowing what to do with their money. The buzz comes from the excitement I feel knowing that I can help them. It might be in some small way, but more often it’s enough to help make a major change to the way they enjoy their lives.
One such example came after an enquiry via our website. Teresa, or Tess to her friends, had recently helped her parents celebrate retirement. Well, celebrate is probably the wrong word. Instead of waving them off on a much-awaited overseas trip or on the first leg of their journey around our great land, her Mum and Dad were destined to holiday at home.
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