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14 August 2021

Complimentary superannuation and insurance review

Complimentary superannuation and insurance review

14 August 2021

Rachael Ooi portrait photo

Rachael Ooi

Not sure if your super or insurance is working for you? Book a complimentary review with Your Wealth Consultants. We'll help you understand your current position, identify gaps and ensure you're on track to protect and grow your wealth.

Since COVID-19 uninvited itself into the world, our goals, ambitions and plans have subsided, making room for our internal anxieties – loss of control over financial and personal matters. In some way, we’ve all been impacted by Coronavirus, whether you’ve lost your job, lost some income, put off plans or become unwell. We want to help you.

Whilst making rash decisions is not recommended in the current market, it is vitally important to ensure your insurances are adequate and your superannuation provides value for money by way of fees and performance.

So what can we do?

We’re offering a complimentary Superannuation and Insurance review to anyone needing some peace of mind at this time – that means you don’t have to be an existing client.

Face to face meetings are not possible so instead we’ll make the most of technological advances and hold a Zoom meeting (like Skype).

What do you need to do?

If you’re interested, click this link to fill out your basic details and we’ll be in touch.

If you have any other questions, or if there is anything you want to add, please email stacey@yourwc.com.au.

Stay safe and keep well!

Image credit: Bruno Cervera

About the author

Rachael Ooi, Your Wealth Consultants
Rachael Ooi, Your Wealth Consultants

Rachael Ooi

Rachael is a financial adviser who specialises in financial planning for young professionals, growing families and business owners.

Related insights

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Your WC Group Pty Ltd, trading as Your Wealth Consultants, is a Corporate Authorised Representative (#1260416) of GPS Wealth Ltd

Australian Financial Services License 254544

ABN 17 005 482 726

Awards

GPA Wealth Winner Professional Standards Award 2019
GPS Wealth Finalist GPS Wealth Award 2020
GPS Wealth Finalist Practice Support Award 2020
GPS Wealth Finalist Emerging Adviser Award 2023
GPS Wealth Winner Advice Dedication Award 2023
GPS Wealth Winner Professional Standards Award 2020
IFA Excellence Finalist Client Servicing Individual of Year 2019
IFA Excellence Winner Innovator of the Year (Individual) 2020
IFA Excellence Winner Paraplanner of the Year 2020

General Advice Warning

The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.

Disclaimer

Whilst Your Wealth Consultants is of the view the contents of this website is based on information which is believed to be reliable, its accuracy and completeness are not guaranteed and no warranty of accuracy or reliability is given or implied and no responsibility for any loss or damage arising in any way for any representation, act or omission is accepted by Your Wealth Consultants or GPS Wealth Ltd or any officer, agent or employee of Your Wealth Consultant or GPS Wealth Ltd.