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Plan

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

 

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: 36 years in Financial Services

 

William Cruice

Role: Paraplanner

Experience: 5 years in Financial Services

Qualifications: Diploma of Financial Planning, Securities and Managed Investments, Bachelor of Commerce (Finance)

 

 

 

 

There are risks and costs to action. But they are far less than the long range risks of comfortable 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

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

Phone (07) 3238 1485

Fax (07) 3238 1202

Email admin@mysuperfuture.com.au

Office hours

8:30am - 5:00pm
Monday to Friday

Business address

West Tower
Level 1, 410 Ann Street,
Brisbane, Queensland, 4000

Postal address

PO Box 10478,
Brisbane, Queensland, 4000

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My Super Future

West Tower
Level 1, 410 Ann Street,
Brisbane, Queensland, 4000

Phone: (07) 3238 1485