About
My Super Future
At My Super Future we provide professional, ethical and quality comprehensive financial advice. Our primary purpose is to assist our clients to achieve their financial goals and objectives.
How we can help you
At our core is the belief that great advice will put our clients in a better position to achieve their retirement goals. We enable this belief through understanding, educating and partnering with our clients to deliver a clear, achievable and continuous financial and lifestyle plan.
At My Super Future we service a range of clients from all stages of life including:
- Wealth accumulators looking to invest, or to protect against unexpected events.
- Pre-retirees looking to boost their superannuation or transition to part time work.
- Retirees wanting to plan their lifestyle throughout retirement.
Plan ahead
Each stage of life needs special consideration and planning: time and time again we witness the positive difference a well managed financial plan can make to a person’s life. Taking control of your finances and planning ahead can enable you to achieve your goals and build a lifestyle you can enjoy.
We may know the answers to questions you haven't thought to ask yet.
People
Our team of experienced staff are experts in Financial Planning. We undertake regular training and professional development to ensure our technical knowledge is at the forefront of the industry.
Roger Abbott
Role: Chief Executive Officer
Experience: 20 years in Financial Services
Qualifications: Diploma of Financial Services (Financial Planning), Margin Lending
Registrations: Tax (Financial) Adviser, Responsible Manager.
Sarah Williams
Role: Office Manager/Senior Paraplanner
Experience: 11 years in Financial Services
Qualifications: Bachelor of Commerce (Professional - Accounting and Financial Planning), Self Managed Super Fund
Registrations: Tax (Financial) Adviser.
Ken Bunney
Role: Private Client Adviser
Experience: 18 years in Financial Services
Qualifications: Bachelor of Business, Advanced Diploma of Financial Services (Financial Planning), Certified Financial Planner
Registrations: Tax (Financial) Adviser, Financial Planning Association.
Peter Christopherson
Role: Financial Planner
Experience: 16 years in Financial Services
Qualifications: Diploma of Financial Planning, Bachelor of Business (Banking and Finance).
Brett Matheson
Role: Financial Planner
Experience: 34 years in Financial Services
Qualifications: Diploma of Financial Planning, Diploma of Management.
Lily Tabari
Role: Operations Support Officer
Experience: 9 years in Financial Services
Qualifications: Diploma of Financial Planning.
There are risks and costs to action. But they are far less than the long range risks of inaction - John F. Kennedy.
Advice Services
Comprehensive Financial Plan (Initial Advice)
The first step in your advice journey is to establish a financial plan. My Super Future offers comprehensive financial advice covering a range of topics such as:
- Wealth Creation
- Wealth Protection
- Salary Packaging
- Superannuation
- Transition to Retirement
- Retirement Planning
- Social Security
- Estate Planning.
Initial advice generally requires two face-to-face appointments. The first appointment is used to gather the relevant information to prepare the advice (financial plan) and the second appointment is used to explain the advice and to assist with implementation.
Partnership Program (Ongoing Advice)
To be truly effective, your financial plan must be a living document and it is important that it is reviewed and adjusted to reflect changes in your personal circumstances or changes to the external environment (such as new legislation or movements in financial markets).
After receiving initial advice, we encourage our clients to join our Partnership Program which is designed to help you stay on track to achieve your financial goals and includes the following services:
- An annual face to face planning meeting to review your financial plan
- Adjustments to your financial plan and further advice where necessary
- Ongoing access to your adviser via phone or email
- Partnering with your other advisers such as lawyers and accountants
- Communication with you throughout the year including quarterly email updates and an annual client briefing.
Process
If you would like to find out more about My Super Future and how we can help you or if you would like to book an appointment, please call our office on 1300 756 001 or email us at admin@mysuperfuture.com.au.
What to Expect
If you decide to book an appointment, we will send you a confirmation email detailing what to bring with you. During your initial appointment we will:
- Explore your financial goals and objectives and reasons for seeking advice.
- Complete a Fact Find document to gather your personal and financial details.
- Complete a Risk Profile Questionnaire to assist you to understand your tolerance towards investment risk.
- Discuss financial strategies that may be beneficial for you.
- Determine if you would like to proceed with our advice process and quote you a fee for the advice.
- Discuss the next steps in the process.
What You Will Need
To make the best use of your appointment time please ensure that you have considered what your financial goals and objectives are, as your goals provide the basis for our advice. Please ensure you also have with you the following information:
- A copy of your superannuation statements.
- A copy of your current payslip.
- Details of any other income you are receiving apart from employment income.
- Details of any expected future income or lump sum payments such as inheritances.
- Your annual living expenses.
- An idea of your preferred income requirements in retirement.
- Details of your assets and liabilities.
- Details of any personal insurance policies held.
Where We Give Advice
Our appointments are held at our office located at Cathedral Square in Brisbane city. Our reception is located on Level 1 East Tower, 410 Ann Street, Brisbane, QLD, 4000. If you are driving into our office parking is available for you in the Secure Parking Cathedral Square car park (subject to availability) which is accessible from either Ann Street or Raff Street (off Turbot Street). Our office is also only a 5 minute walk from Central Station (towards Fortitude Valley).
Fees
At My Super Future initial appointments are at our cost and obligation free. We operate on a ‘Fee for Service’ basis and we will quote you a fee before we commence any work for you. The fee quoted will depend on the complexity of work involved.
All fees can be paid directly by you or in some cases collected through your product issuer. Fees are charged before or on the delivery of your advice or service. Ongoing advice through our Partnership Program is a flat annual fee charged on a monthly basis.
Our Financial Planners receive a fixed salary with no bonuses payable for any product or performance related sales targets.
A journey of a thousand miles begins with a single step.
Testimonials
We pride ourselves on providing a personalised and professional service to our clients. Here’s what they have to say about us:
Exceptionally professional with a very personable touch.
Kathy, 26/08/2019
Great people. Committed to their clients.
James, 12/08/2019
I have experienced prompt, friendly responses from the Financial Planning team.
Mary, 14/05/2019
They understand their client's needs and help make your ideas a reality.
Paula, 07/05/2019
The adviser was professional, knowledgeable, personable and was able to identify with our specific goals and requirements.
Philip, 02/05/2019
Very informative, friendly, willing to listen and very knowledgeable.
Glenda, 02/04/2019
These testimonials were provided by clients in response to independent surveys conducted by Engaged Marketing® throughout 2019.
Contact
Office hours
8:30am - 5:00pm
Monday to Friday
Business address
East Tower
Level 1, 410 Ann Street,
Brisbane, Queensland, 4000.
Postal address
GPO Box 742,
Brisbane, Queensland, 4001.
My Super Future
East Tower
Level 1, 410 Ann Street,
Brisbane, Queensland, 4000.
Phone: 1300 756 001