Historically many financial planners attached to company superannuation funds have not really added value for the members of the fund. At Lifestyle we have always taken our responsibility to look after members very seriously.
We help members to understand their fund by, amongst other things, establishing the insurance benefits they need, correctly nominating their beneficiaries and selecting appropriate investment options.
One of the tools we use is our “Taking Control” brochure, which you can download here. You can also see a list of the services we provide to members below.
If you want to experience this great service yourself, please contact us.