Free Super Health Check

A SimpleFirstStep Towards Understanding Your Super

Wise Investments Direct guides Australians through a complimentary review of their current superannuation while working alongside licensed financial advisers. The process can help you better understand your current super and identify areas that may require closer attention.

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1,000+ Satisfied Customers

Read about the experiences shared by previous users of the service.

Start Your Free Super Review Today

What We Look At

Common Areas That May Need Attention

A super health check enquiry is designed to help you understand what parts of your super may need closer review.
Your Current Super Fund

Start by looking at which fund you are currently with and whether your account details are up to date.

Fees and Costs

Super funds may charge different types of fees and costs. Understanding what applies to your account is an important part of reviewing your super.

Insurance Inside Super

Many super accounts include insurance cover. It is important to know whether you hold insurance through your fund before making any changes.

Fund Performance

Your fund's performance can change over time. A health check enquiry can help you start asking whether this area needs closer attention.

Lost Super

If you have changed jobs or moved house, you may have super from a previous employer or older account that you have lost track of.

Multiple Super Accounts

More than one super account may mean duplicated fees, insurance arrangements or account features that should be reviewed.

Who It Is For

A Free Super Health Check May Be a Good Starting Point If...

A complimentary super health check may help you develop a clearer understanding of your current super and identify areas that may benefit from further review.
  • You have not reviewed your super for several years
  • You are unsure what fees your fund charges
  • You do not know whether you have insurance inside super
  • You have changed jobs and may have more than one account
  • You think you may have lost super from previous employment
  • You are starting to think more seriously about retirement
  • You want to take control of your financial future
  • You are not sure whether your current fund still needs closer review
Take Control of Your Financial Future

Small Questions Today Can Help You Plan More Clearly for Tomorrow

Reviewing a few important areas today can help you better understand your super and prepare for a more informed discussion about your future. The process may include reviewing your fund, fees, investment option, insurance and whether you hold more than one account.
  • Understand Where You Stand
    Know which fund you are with, what account details apply and what may need to be reviewed.
  • Check the Basics
    Ask about fees, insurance, fund performance and whether your account details are current.
  • Look for Lost Super
    Find out whether there may be older super accounts from previous employment.
  • Start Planning Ahead
    Use the health check as a first step towards a broader retirement planning conversation.
Our Role

A Clear and Simple Super Review Process

Wise Investments Direct guides you through the initial review process, helping you understand key areas of your current super. Where personal financial advice is appropriate, a licensed financial adviser may provide tailored recommendations after considering your circumstances.
How It Works

A Simple Step-by-Step Guide

01. Share Your Details

Provide some initial information about your current and previous super accounts.

02. Identify Your Accounts

Review where your super may be held and whether you have more than one active account.

03. Understand the Differences

Consider the fees, insurance, investment options and features attached to each account.

04. Access Licensed Advice Where Appropriate

Where personal financial advice is appropriate, a licensed adviser may consider your circumstances and explain the available options.

Planning for a Better Retirement

Your Super Is Too Important to Leave on Autopilot

Superannuation can be easy to ignore while you are working, but it can make a major difference to your future retirement planning. If your super has not been reviewed for years, you may not know whether your account is still suitable for your current stage of life. A free super health check enquiry can help you start looking at the details that matter, including fees, insurance, lost super, multiple accounts and whether further review may be needed.
  • Check your current fund details
  • Ask about fees and costs
  • Understand whether insurance is attached
  • Look for possible lost super
  • Review whether you have multiple accounts
  • Start a conversation about retirement planning

Changed Jobs Over the Years?

Changing employers over time can sometimes result in multiple super accounts. A review can help you understand where your super is held and what should be considered before making any changes.

Thinking About Bringing Super Accounts Together?

If you have more than one account, consolidation may be something you want to ask about. Before closing or transferring a super account, it is important to understand whether any insurance cover, benefits, investment options or fund features may be affected. A free super health check enquiry can help you start asking the right questions before taking any further step.
Related Services

Other Ways We Can Help

Consolidating Super

Understand the potential costs, benefits, insurance implications and account features to consider before bringing multiple super accounts together.

Multiple Super Accounts

Review whether more than one account may need closer attention.

Find Lost Super

Make an enquiry about older super accounts you may have lost track of.

Superannuation Review

Start a conversation about your super and planning ahead for retirement.

Important Information

Wise Investments Direct works alongside licensed financial advisers who provide tailored financial advice through our free super reviews. Wise Investments Direct is not a super fund and is not a financial advisory firm. Information on this website is general in nature and does not take into account your objectives, financial situation or needs.
frequently asked questions

Frequently Asked Questions

Find clear answers to common questions about our financial services, processes, and expert guidance.

5-Star Rated

1,000+ Satisfied Customers

Read about the experiences shared by previous users of the service.

A free super health check is a simple review pathway for people who want to better understand whether their super may need review. It may involve general questions about your current fund, fees, insurance, performance, lost super and multiple accounts.

No. You can start with basic information. If you are unsure where your super is held or whether you have more than one account, Wise Investments Direct can help you begin the review process.

Your super may have been set up years ago, and your circumstances may have changed since then. A health check can help you understand whether there are areas that may need closer attention.

A health check review may include questions about lost or forgotten super, especially if you have changed jobs, moved house or held multiple accounts over time.

Consolidation depends on your circumstances. Before consolidating, it is important to understand whether insurance cover, benefits, investment options or other fund features may be affected.

Wise Investments Direct works alongside licensed financial advisers who provide tailored financial advice through our free super reviews.

FREE SUPER REVIEW

See If You Qualify for Your FREE Super Review

Take the next step towards understanding your super. Complete a few quick questions through the Improve My Super process to see whether you may qualify for a complimentary review of your current superannuation.
Contact Us

Start Your Free Super Review

Complete your details to begin the complimentary super review process. Wise Investments Direct will guide you through the initial steps and help you understand what may require closer attention.
Start With a Clear Super Review

Wise Investments Direct guides clients through the superannuation review process while working alongside licensed financial advisers. Where personal financial advice is appropriate, a licensed adviser may provide tailored recommendations through the formal advice process.