‘Did you know you can pay your financial advisor fees directly from your Super?’ asked Lauren, our marketing and communications manager, and newest team member.
I have been doing this for 17 years. Of course I know that you can pay our fees that way…
The thing is, I took it for granted that so did everyone else, including our new clients.
Lauren is our newest team member. She’s in charge of all things marketing and communications, and in fact she’ll probably end up editing this very blog post, making me sound more polished than I would otherwise.
She’s also a creative, new to Financial Planning and a Brit. So, over the past few weeks, to get a better grasp of what we do and the Australian Finance industry, she’s been sitting in on many of our client appointments.
It was after one of these this week that she came sprinting over to me, flustered and excited (well, ok, perhaps it was no more than a brisk walk) to ask me whether new clients know that our fees (financial advisor fees relating to super and most insurance premiums) can be paid for directly from their super funds?
Then it hit me.
If Lauren didn’t know it was possible, how many other professional and intelligent people out there who would otherwise like to seek the right advice but think its all lump sums upfront and too expensive – don’t know either.
So, here I am, letting you all know – for the record.
You can fund all your Financial Advisor superannuation advice fees and most insurances using your super. You don’t need to worry about how you pay for them upfront from your everyday account.
And often by paying through your superfund, we can do some pretty nifty things from a tax perspective to make it even more cost effective for you. There really is no excuse for not seeking the right advice. Especially when you speak to the right people who work with you to understand you and your goals, and who most importantly know how to turn cost into a benefit. Give us a call on 08 9223 3000 or email firstname.lastname@example.org