August 03, 2024

Luke on 2CC – How do you judge a good super fund?

15 minutes

Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired live on Friday 2 August 2024. This show this weeks show looks at superannuation. Every working Australian has a super fund helping them save for retirement, but how do you judge a good super fund from a bad super fund?. This episode aims to provide some general financial information about how you might think about it, when considering your superannuation. Thank you for joining us live on 2CC or your favourite podcast streaming service with ‘The Strategy Stacker – Luke Talks Money’.

Key topics covered include:

Which one is the right one for you?

Super funds are like cars, you’ve got to find the best one for your own needs!

What questions should you ask yourself to help you find the right fund?

At retirement, your needs will change, so should your questions about what makes a ‘good fund’.

Does your fund offer a good selection of investment options and insurance options?

Consider the risk you’re willing to take on in the investment options?

Cost is also an interesting issue to consider cost from a value perspective, not just how cheap it is!

Luke shares his top tips to help you start thinking about how good your own supe.

https://www.envisionfinancial.com.au/wp-content/uploads/2024/08/The-Strategy-Stacker-Luke-Talks-Money-02082024.mp3

This podcast is also available on Apple Podcasts and Spotify – ‘The Strategy Stacker – Luke Talks Money’

Is your super fund right for you now or in retirement?

Many people get put into the default super fund their employer uses and never consider if it’s the right fund for their needs. Seeking financial advice can help you understand your options and move forward with greater certainty. Super is important, so make a plan to make yourself financially secure in retirement!

Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals, including investment, super and retirement. Simply make an appointment to confidentially discuss your goals. Call Envision Financial Services on 6260 4749. You can use the contact us form to make an appointment, for a confidential discussion about your situation.

Luke will return to 2CC to talk about other ‘Money Matters’ next week. You can catch up with ‘The Strategy Stacker – Luke Talks Money’ podcast at a time that suits you.

We look forward to your company again and Luke’s book Smart Money Strategy is out now.

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By Luke Smith