For many of us the secret to everyday freedom will, in one way or another, involve earnings from investments. Regularly reviewing your investments is one of the easiest ways to keep your plans on track and work towards achieving your financial goals.
At Liberum Financial, we work with you to provide clarity, peace of mind and confidence in your financial future. Our complimentary superannuation and investment review is the first step to creating a quality investment portfolio designed with the goal of achieving everyday freedom which is truly possible.
During our session, we’ll discuss:
- Is your investment mix right for your age and stage?
- Are your investments sufficiently diversified?
- Are you balancing the risk and return required to achieve your goals?
- Is your superannuation fund performing as best it should?
- Will your superannuation end up in the right hands?
With the Liberum Financial Super and Investment Review you’ll learn how to align your finances with the lifestyle you really want and determine new ways to make your money work for you. After the session we’ll provide you with an outline of the strategies we recommend you consider so that you can make your goals a reality and reach your financial freedom sooner.
All we need to get started is:
- A copy of your latest superannuation report or statement displaying your account details (a screen shot from your online access/portal is also suitable)
- A copy or photo of the front and back of your drivers licence
You can upload these photos / documents using the form below, and from there we’ll send you an authority form to sign so that we can contact your superannuation fund on your behalf and conduct the review.
If you have any questions about the process, please do not hesitate to contact us.
We look forward to helping you achieve your financial freedom.