Your superannuation is YOUR savings. It has been legislated to be paid so YOU benefit from it and have an IMPROVED retirement; but for many people it feels a bit distant and, as a result it tends to not be on their radar and falls by the wayside.
Managing your super effectively means getting to know what IS happening and what SHOULD happen. Remember, it’s YOUR asset.
At IMAGINE CAPITAL we get to know you and what it is YOU need and put you in front of the right professionals to get you on the path YOU want to tread.
We ensure you are in the best position by introducing you to professionals who help you:
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choose an account with a fee structure appropriate to you
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compare your fund's performance with others
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find and combine accounts if you have more than one
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check your insurance and ensure you have the level and type of cover that’s right for you and your family
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understand what’s involved before deciding whether to choose an SMSF
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understand the current legislation and how it applies to you and how you can gain the greatest benefit from it
At IMAGINE CAPITAL, there’s not just one person who is looking after your financial future; with our Client Concierge Service you’ll have a team working together, dedicated to ensuring your plan is on track and you are kept informed of your financial progress.
Our collective pool of knowledge and individual specialist skills has allowed us to offer the best service to our clients throughout every stage of their individual journeys.
Get in touch with us today.
We look forward to the honour of sharing your journey with you.