You sensibly focus on the best outcome possible with savings. This means good returns, sensible investments, low risk, low fees, not tax and access to your capital in case of an emergency.
If you save 20% per annum on fees, this is a win, it puts more money in your pocket.
If you improve your investment returns, another win and more in your pocket.
We see fees varying between 1% and 10% per annum when providing free reviews for Seniors (on $500,000 that is $5,000 and $50,000). Our savings are between 20% and 90% per annum. It's worthwhile getting a free review, you will save money.
Why we want you to get a discount (message from Peter Rheinberger - CEO)
Partnering with NSW Seniors Card to offer a minimum discount of 20% on fees to all seniors helps you to live a more comfortable life. We observe daily the deliberations of Seniors who wonder how much they can afford to spend, give to others or save. We observe Seniors caring for, worrying about and supporting families with their time and money. There is much we as a community have to be thankful for with Seniors and this is why we offer a service that is not financially motivated. If we can improve your wealth, we will because it adds value to you, your family, your local community and our economy. This in turn helps future generations of children and grandchildren who benefit and learn from your actions. Our choice is quite simple, we can add value to you knowing you give back or leave money that could be in your pocket in the hands of financial institutions. I look forward to providing a free health check for you and adding value where we can.
Your review highlights monthly, yearly and 10 year savings we can provide.
Seniors should be earning similar or better returns than those listed below:
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|
RSA Returns* |
Historical Index Returns |
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|
|
2019 |
1 Yr |
3 Yr |
5 Yr |
|
7.33% |
4.95% |
5.03% |
||
|
8.12% |
6.26% |
6.14% |
||
|
9.17% |
8.60% |
7.89% |
||
|
9.79% |
10.28% |
9.01% |
||
|
10.01% |
12.27% |
10.50% |
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|
10.01% |
12.27% |
10.50% |
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*Source - Morningstar Direct ETF Portfolo's calendar year 2019 to 14 September 2019.. Past performance is not an indication of future performance.