Useful Tools

Here you'll find some useful tools to assist you in broadly assessing some of your requirements dependant on your lifestage and circumstances.

Need a more detailed discussion or an individual review of your current situation?

Please contact us we would be happy to assist you.

Your Financial Future

For many of us our Superannuation can well become our largest asset so taking an active interest will also be beneficial.

Our "useful tools" section contains easy to understand information that can help you grow and protect your wealth.

Find Your Lost Super
SuperSeeker

SuperSeeker is a tool that will help you look for your lost and unclaimed super and provide you with a list of possible matches.

Consolidate Your Super
Consolidate Now

Bring your super together in 3 easy steps

Financial Health Check
Check Up

Get you finances into shape
Are there opportunities that could help you achieve better financial outcomes

Welcome to your personal wealth portal, where you can manage all of your finances in one place, anywhere, any time

Watch the video to find out more or go to the login page to register

This easy to use, interactive tool will give you greater insight into how your money is managed.

You can see:

where your money is invested
how your investments are performing
how your investments are diversified across asset classes, managers and markets,
the design, implementation, maintenance and refinement of your investments.

Please contact us if you need any assistance

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