Initial Consultation
Our initial meeting is focused on getting to know you and your financial situation. At this consultation we discuss your expectations while introducing you to our service and advice process.
Build Your Insurance Plan
At this stage, Superfs brings together all of the information you provide. We then develop and document the strategies which will help you achieve your goals and objectives.
Presentation of Your Insurance Plan
We present our recommendations to you and discuss the possible strategies. These recommendations and steps are detailed for you in a Statement of Advice document.
Implement Agreed Recommendations
Once you have decided upon your preferred strategy we will implement your recommendations and keep you abreast of its progress. At this stage there are a number of actions that are taken by Superfs on your behalf, depending upon your individual plan. This includes:
- Submitting your online insurance application
- Completing insurance requirements (eg. Medical report, blood test, etc).
- Following up with insurance and superannuation providers.
- Other steps as required to complete the actions outlined in your financial plan.
Ongoing Review of Your Superannuation and Insurance Plan
We can review the progress of your super and insurance to ensure your goals are being met, and to provide advice should your personal circumstances and objectives change.
