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Insurance Advisory Service
  • Home
  • Our services
    • Our Client Journey
    • Personal Insurance
      • Income Protection Insurance
      • Life Insurance
      • Total and Permanent Disability insurance
      • Trauma Insurance
      • Health insurance
      • Home Contents Insurance
      • Motor Insurance
      • Landlord Insurance
    • Business Insurance
      • Business Expenses
      • Business Interruption
      • Business Property
      • Buy Sell Agreements
      • Commercial Vehicle
      • Cyber Protection
      • Group Income Protection
      • Key Person
      • Management Liability
      • Marine Transit
      • Professional Indemnity
      • Public Liability
    • Financial Advice
      • Estate Planning
      • Investments
    • Superannuation
      • Retirement Planning
      • Self Managed Super Funds (SMSF)
      • Wealth Accumulation
  • Resources
    • Videos
    • EOFY
    • E-Books
  • News & views
  • About
    • The IAS approach
    • The IAS Investment Philosophy
    • Case Studies
      • Trauma Insurance Case Study
      • Business Property Insurance Case Study
      • Business Interruption Case Study
      • Superannuation Case Study
      • Workers' Compensation and Income Protection Case Study
      • Contract Review Case Study
    • Testimonials
    • Affiliates
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Superannuation strategies

By the end of the process Simon was thrilled with the results and felt that he was finally in control.

Getting you set up for super success.

Simon Blackford* had five different superannuation funds, all with insurance, and he was paying multiple fees. As a result, he felt disorganised and feared that fees were eroding his long-term plan for the future.

We reviewed Simon’s superannuation policies, compared them to the market, and identified a single fund that was more suitable. We also recommended replacing his existing insurance, consolidating everything under one provider.

Simon was concerned that should he pass away or be disabled, his wife would need to approach five different providers in order to claim. Luckily Simon had no existing health concerns, otherwise another strategy would have been required.

Simon completed a risk profile and we invested his funds in an investment he selected himself, not one selected by default. We also ensured his estate planning matters and beneficiaries were set up correctly.

By the end of the process Simon was thrilled with the results and felt that he was finally in control. We have set out a review calendar for him and will be keeping him on track so that his retirement financial goal is within reach.

We can play a vital role on your path to financial security, from helping you plan for the lifestyle you want, to connecting you with the options that are right for you. We’ll assess your current situation and work with you to identify your financial goals and objectives, and establish the level of risk you’re comfortable taking to achieve your goals.

We don’t set and forget. Things change, and so does our view on where the best investment opportunities are.

* Client’s names have been changed to protect confidentiality.

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ABOUT US

Incorporated for over 40 years ensures experience, knowledgeability and skill at identifying unforeseen risks and producing effective strategies. Unlike most brokers, we do not rely upon mathematical formulas or statistical models generated by computers to produce solutions– we believe every client is unique and our approach is tailored accordingly.

CONTACT US

Street Address
Level 2, 273 Alfred Street
North Sydney, NSW 2060
Postal address
PO Box 1073
North Sydney, NSW 2059
Call: (02) 8268 2900

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