SUPER PLAN
For many of us, it may be the largest asset we own, apart from our homes.
So isn't it time you made some smarter choices with your super?
Super Plan is designed for people who:
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Want to take their superannuation savings to the next level
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Need to better understand how super can invested
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Are looking to develop a comprehensive investment strategy inside super tailored specifically to their own risk tolerance and preferences
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Have multiple super fund accounts and need assistance with consolidating
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Are paying too much tax and keen to learn how super can help reduce it
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Have a desire to maintain a high standard of living throughout retirement
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Need a review of existing personal insurance policies (inside and outside of super)
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Need to better understand how a tailored wealth protection strategy can help address long-term needs
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Need the above but don't don't a full financial plan at this stage
Initial Advice Outcomes
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Detailed review of existing super arrangements
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Risk Profile Analysis
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Detailed review of existing personal insurance policies (inside and outside of super)
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Insurance needs analysis and tailored strategy
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Super specific strategies including but not limited to; portfolio construction, asset allocation, tax-deductible concessional contributions including salary sacrifice, and after-tax non-concessional contribution strategies
Your Financial Plan is comprehensive, personalised and contains
an easy to understand strategy presented within a Statement of Advice
Ongoing Support
The Super Plan ongoing services are designed for people who wish to take no chances when it comes to the long-term performance and management of their superannuation.
Ongoing Services include:
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Advice Reviews
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We meet annually to review your super portfolio to ensure your super plan remains appropriate for your evolving needs and frequently changing economic and legislative changes.
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Ongoing Portfolio Management
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Management is designed to apply ongoing investment discipline to the superannuation portfolio we have recommended for you.
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Ongoing professional research by our investment committee and expert recommendations for your portfolio.
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Dedicated Adviser Support
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Additional adhoc meetings by request.
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Be available to you via telephone or email throughout the year as required
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Superannuation Administration Service
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We provide you with reasonable assistance in relation to your super, including liaison with super product providers and/or other professional advisers (accountant, solicitor etc if required).
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Insurance Support
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We will assist in dealing with insurance companies for underwriting, claims and enquiries.
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Keeping you informed and educated
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We will provide you with periodic economic and financial information designed to keep you informed and educated. This may take the form of videos, webinars, our website insights or similar forms.
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THE WCG WAY
WCG is a Fee for Service practice, so you will always know the exact cost before proceeding with any of our programs.
1. Let's Get Started!
The Committment Fee is paid up front and is only charged once you agree to engage our services. The Advice Fee is charged once plan has been presented and covers the costs of preparing your Statement of Advice (SOA) and implementation of recommendations.
$550 Committment Fee
+
$1,800 Individual
$2,400 Joint
You may be able to pay your Advice Fee (fully or partially) from your super. This method of payment is often preferred as it allows our clients an opportunity that may otherwise be out of reach.
2. Let's Keep it on Track!
Our Ongoing Advice Service is a monthly based subscription that can be cancelled at any time. It's designed to track your progress, hold all parties accountable, and will make sure you remain disciplined with your long-term plans.
$100 per month Individual
$150 per month Joint
Our Ongoing Membership can be tax deductible and may also be paid (fully or partially) from your super.
All pricing includes GST.
Plan pricing is an indication only, and may vary depending on personal circumstances and level of complexity.
Have a few more questions?
