Wealth Tree Financial Planning have a long track record helping people with their superannuation. Over time, after realising many clients had only a basic understanding of their super, an education and comparison site was born. Compare Your Super, who is owned and operated by Wealth Tree Planning, aims to educate people on superannuation and their current position, by providing them with a report on their circumstances. Compare Your Super then provides modelling scenarios on how their retirement balance will look, as well as comparing them with alternative super funds. Key performance indicators including historical performance, fee structure and insurance are used to compile the report and comparison. This will put your superannuation to the road test, ensuring that you understand your current situation, and making sure you are on track with your retirement plans!
Wealth Tree Planning, in conjunction with Compare Your Super, are happy to offer a super report to see how your superannuation is tracking. Please click on the link below to register your interest.
Register your interest here