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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.

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