At Sallis Financial Planning we are not tied to any product providers and do not receive any fees from product providers.
We are paid by the client so we guide the Client as to their best interest. We are working for the client, not the product provider.
We are able to advise on many Super funds and unless there is reason to change funds for the better, we leave the client in the existing fund they have chosen if appropriate.
We provide advice on all Super rules, regulations and contribution and pension strategies.
We assist clients who are invested with Industry Funds, Retail Funds such as AMP, MLC, and Colonial etc and include Government Funds such as GESB.
If a client is looking for a new fund appropriate to their needs, we assist with this also.