We provide general advice—guidance based on common circumstances and general information. We don’t consider your specific situation. For tailored advice that considers your personal goals, financial status, or risk profile, we refer you to a licensed financial adviser from our partner network.

After understanding your super goals, fund details, and preferences, we introduce you to a partner adviser whose expertise best aligns with your needs. The adviser will then provide personal advice based on your circumstances.

The adviser will analyze factors such as fund performance, fees, investment mix, insurance inside super, and opportunities for improvement. You’ll receive insights and recommendations with no obligation to act.

No. Our initial general advice and review service is free. If you choose to proceed with personal advice from an adviser, they will clearly explain any related fees upfront.

To ensure a meaningful review, helpful documents include: your super fund name, member number, recent super statement, investment details, and your retirement objectives.

Sometimes. Switching could involve exit fees or tax implications depending on your fund type. Your adviser will outline any potential costs before you decide to switch.

Small inefficiencies—high fees, underperforming investments, or redundant insurance—can erode your balance over time. A review can confirm whether improvements are feasible or confirm that your current setup is already solid.

No. We facilitate reviews and adviser meetings remotely (phone, video, online), so you can access our service regardless of your location.

The review process is quick and convenient. After your initial discussion, the adviser typically completes the assessment within a few business days. You’ll then receive a clear explanation of your options and recommendations, either by phone or online—whichever you prefer. There’s no pressure and no obligation to make immediate decisions.