:: LEGAN Financial Services ::


	Latest Updates Today's Special: Financial Advice A La Carte Obtaining financial advice can be complicated, time - consuming & expensive. Many people just want advice that covers a specific part of their finances. Legan Financial Services now offers an affordable 'a la carte' menu of specific, tailored financial advice options, to help you make the most of your super. You can even opt to pay from your super account and not straight out of your pocket. + more

	Testimonials "We are very impressed with their level of expertise and service, and particularly happy with the flexible and client - oriented approach they adopt..." ~ Shalini + more

Employers

Reviewing your Current Fund

As an employer, how does your superannuation fund compare with what is available in the market? Do your current superannuation fund, insurance benefits and related employee services compare well with your major competitors?

With our 5 Step Process we can assist you in constructing a programme that is tailored to both the needs of you as the employer and to your employees.

Step 1 - Assessing Your Current Fund

A full assessment of your current superannuation, insurance and employee benefit structures, providers’ administration services and quality, fund performance, policy terms, fee analysis and adviser/provider contact and services

Step 2 – Setting Goals and Objectives

Working with employer representatives in documenting what is required from a superannuation fund, including insurance benefits, investment options, education and advice

Step 3 – Analysis

Legan analyses the identified shortfalls resulting from Steps 1 & 2 and seeking solutions. This may involve sourcing an alternative fund that meets the needs.

Step 4 – Recommendations

We recommend solutions to you. This may include a number of alternatives

Step 5 – Implementation

Once a solution is agreed with you we then project manage its implementation. This could range from setting up a new super fund and transferring members’ benefits, installing efficient administration systems, to setting up an education, communication and advice programme.

Legan Financial Services Pty Ltd - ABN 57 068 458 499 - Authorised Representative No. 243128 - GWM Adviser Services Ltd - Registered Office at 105 – 153 Miller Street North Sydney NSW 2060

Testimonials

Reviewing your Current Fund