Aussies want advice from their super fund: CFSBY CHLOE WALKER | TUESDAY, 23 JAN 2024 12:34PMNew research from Colonial First State (CFS) has found a significant proportion of Australians wish their superannuation fund offered financial advice, including many who already receive advice.
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Great work Kelly and CFS! The financial advice profession and super funds have made big steps forward but need to forge stronger links with the community and uncertain individuals. By first receiving online personal longevity planning, each person (and - ideally - their partner) can more clearly understand themselves and what they are planning for, with no compliance issues and at little or no cost to themselves. This underpins properly informed commitment to financial, health and estate planning decisions. Dispelling the fear of a poorly understood future is the first step to genuinely holistic advice..