Two Mile Bay - Financial Planner - Life Insurance and Superannuation Specialists - Torquay

At Two Mile Bay, we will assist you to analyse and advise you if it is appropriate to consolidate your super accounts. We compare the fees, insurance, investments and other benefits of your funds and determine which super account (whether new or existing) is suited to your current circumstances, needs and objectives.

 

We then provide you with our advice verbally and in a Statement of Advce which details our recommendation and prepare all paperwork to initiate and proceed with the advice. Each year, dependant on the service package chosen, we will review your superannuation and insurance to see if they are still suitable for your needs.

 

Initial Cost of our Advice - How many super funds do you have?

 

These one-off advice fees may be paid via deduction from your super accumulation (if facility available) or direct via invoice at the completion of our services. Any Life Insurance commissions received over and above $1,000 will reduce the fee on your super rollover/s dollar for dollar.  

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