How Does It Work?

In the comfort of your own home you can select the super fund you want with the investments and insurance cover you want. We will provide you with a variety of options that are quick and easy to access, that is affordable on any budget and without compromising on service. You will be able to execute and manage your own portfolio after it has been established. Our user friendly application form will step you through the basic information that is required from you in order for us to assist in setting up your fund and insurance. The insurance cover that you apply for will not commence until the insurer has accepted your application, you’ve paid the premium and your policy document has been issued. Your insurance is subject to all standard underwriting guidelines by the nominated insurer. For comprehensive advice on either your super fund, investments or insurance please contact our office and we can arrange a time for one of our qualified Financial Advisers to discuss this with you.

get-started

What do I need to get started?

You will need to know at least one superfund member number; we can find the rest for you. You will need ID and an approximate balance of one super fund.

choice

We will give you choice

You get to choose the right investments and the right insurance for you and your budget

easy

We will make things easy

We will explain everything you want to achieve in plain English so you will know exactly what you are getting.

We are here

If you are uncertain on the next step of the process or you need more information, you can speak with an experienced person in our office that will help you. After you have set up your super fund and insurance policies you can continue to contact us and we will assist with any queries you may have. Should you need to make a claim on your insurance we again can assist you with this process.