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.
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.
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.
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.
| Role: | Chief Executive Officer |
|---|---|
| Experience: | 26 years in Financial Services |
| Qualifications: | Diploma of Financial Services (Financial Planning), Margin Lending |
| Registrations: | Tax (Financial) Adviser, Responsible Manager. |
| Role: | Private Client Adviser |
|---|---|
| Experience: | 19 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. |
| Role: | Personal Risk Adviser |
|---|---|
| Experience: | 35 years in Financial Services |
| Qualifications: | Diploma of Financial Planning, Diploma of Management. |
| Role: | Operations Support Officer |
|---|---|
| Experience: | 9 years in Financial Services |
| Qualifications: | Diploma of Financial Planning. |
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:
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.
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:
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.
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:
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:
Our reception is located on Level 2, 15 Mayneview Street, Milton QLD 4064.
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.
Financial advice involves developing strategies to help you manage your finances and achieve your financial goals. At My Super Future, our financial advisers can provide advice on topics like investing, retirement planning, estate planning, taxes, and more. We take a holistic approach to ensure our recommendations align with your risk tolerance, time horizon, and life priorities.
Seeking professional financial advice can benefit anyone wanting to take control of their financial future. Key times when financial advice is especially useful include major life events like changing jobs, getting married, having children, buying property, or entering retirement. We can help you navigate these transitions and avoid costly financial mistakes. Even if your situation seems simple, an adviser can identify opportunities you may be missing.
At My Super Future, our advisers get to know you personally so we can provide tailored advice to suit your unique needs and circumstances. We take care of the complex analysis so you understand what to do and why. Our services include developing a comprehensive financial plan, ongoing coaching and reviews to keep you on track, coordinating with your other advisers, and more. We are fiduciaries, meaning we always put client interests first.
My Super Future operates on a fee-for-service model. The cost depends on the complexity of your situation and scope of advice. We provide quotes upfront so you know what to expect. There is no charge for initial consultations. Ongoing advice is available through our Partnership Program for a monthly fee. We do not earn commissions or bonuses based on products recommended.
Phone 1300 756 001
Office hours
8:30am - 5:00pm
Monday to Friday
Business address
Level 2, 15 Mayneview Street,
Milton QLD 4064.
Postal address
PO Box 1350 DC,
Toowong QLD 4066.