How We Work
Gaining financial advice is the starting point towards financial success.
For most of us, we aren’t taught how to build financial success. Our families, the education system and on the job training has taught us the mechanics of our jobs and skills but not how to ensure we are financially secure for our future.
National Super Solutions is here to change this. We are obsessed with helping our clients build wealth through superannuation and ensuring they have adequate insurances protecting them. Our priority is you and your family’s future.
Our advice is as individual as you based on where you are now financially, and of course, where you want to go. Remember, financial advice isn’t just for wealthy people or people who earn heaps of money. It’s for every day Australians who want their money to work for them, so they don’t have to work forever.
Below we have outlined our easy three step approach to help you achieve your financial success.
Step One
What do we really want?
It all starts with you! What do you want now and for your future?
Your financial success can be as individual as you are. It’s not about keeping up with the Joneses or living a life of luxury – unless that is what you want! It could be owning your home faster, retiring at 55 and taking the kids on holiday each year.
We work with you one-on-one to:
Help you decided what matters most
Determine what you want now and for the future
Get a real time snapshot of your current financial situation
Provide specific recommendations to help you achieve your financial goals
Step Two
Advice, plan & refine.
After our chat, your National Super Solutions advisor gets to work. Based on what matters most to you, your goals and your current situations we work out the plan of how you are going to achieve it.
You are then taken step by step through your plan, with each step explained in clear, simple English. No jargon here. We want you to be in the driver’s seat and know exactly how your hard-earned money is going to work for you
Together, we make tweaks and changes until you are 100% happy
Step Three
Implementation & results.
Once we are all on the same page with your plan the team at National Super Solutions get your plan working.
It’s not a set and forget process. The plan is reviewed and refined regularly based on our financial knowledge. We also speak with you regularly to ensure your goals and outcomes are the same.
Simply we make sure the plan is going to work for you every step of the way.
Your financial future is our commitment.
You work hard. You deserve a secure retirement and to have your family protected. We can help!