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Member Education
Understanding how to get the most out of your money is
challenging. AXIS is here to help. We offer one-on-one or group
information sessions to help you understand your superannuation and how to
maximise your benefits.
Our sessions include:
Explaining your superannuation fund, its options, benefits and
design.
Helping you transfer old superannuation funds into your current
plan. We’ll
complete a comparison of the two funds
to
clarify your best options.
Insurance advice - to help you
select the level of cover you need in the event of death, total and
permanent
disablement,
and salary continuance, as well as the correct nomination of beneficiaries
for these payments.
Investment advice - we’ll help you select the best investment managers and
assets for your needs.
Strategy
and Planning - there may be other matters you wish to discuss, such as
salary sacrifice,
savings plans,
and
retirement goals. Complete the Projections questionnaire
and forward this to AXIS for calculation.
Why not ask your adviser for the “AXIS 30 minute session”.
Seminars:
The following seminars are available through your employer
Protecting and developing wealth
Pre-retirement planning
Planning for your
retirement
Contact your AXIS adviser, or ask your Policy Committee representative to make
enquires to arrange these at your workplace. |
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