By saving thousands in fees every year, you can budget for bigger holidays, better entertainment or plan to give more to family. Having more in you bank simply gives you more freedom to choose. This is what we can achieve for you.
- We will show you how to save on product fees (average senior savings is 28% pa)
- We will check your earnings to make sure they are reasonable (see below).
- Even if you think your fees are competitive, a health check is wize. You may be pleasantly surprised with what we can put back in your account.
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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% |
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|
8.12% |
6.26% |
6.14% |
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|
9.17% |
8.60% |
7.89% |
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|
9.79% |
10.28% |
9.01% |
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|
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.
Why we offer you a free review?
When you shop at a supermarket, it's easy to review products, price and features. If you're not satisfied, you can take a product back or simply buy a different product next time. These purchase decisions are small but important. When it comes to investments, it is difficult to compare products and pricing, yet the effect on your wealth over time is far greater than most purchase decisions you make at a supermarket. We offer our service FREE of obligation to all Seniors to allow them to check they are "OK" because it's important that you know you're making good investment decisions.
What you will learn from a free review
Fee review
You will learn what you are actually paying in Product Fees, Investment Fees and Advice fees. We will tell you if they are good, OK or bad, and provide supporting evidence. If you can save on fees we will organise this for you.
Investment performance review
You will learn how your investments have been performing. We will tell you if they have been good, OK or bad when compared to the market and provide supporting evidence for our findings. If you are doing well, we will be very happy
for you and tell you. If there is room for improvement we will recommend what you need to do and organise this for you.
End result
If you are in a good position, you will have this confirmed. If there is room for improvement, you'll understand what requires fixing, but there's no point identifying a problem without providing a solution. If a fix is required we'll recommend a solution and evidence why this is better and in our opinion BEST for you.