Our Services

Superannuation Review Services

Wise Investments Direct guides Australians through a complimentary review of their current superannuation while working alongside licensed financial advisers. The review can help clients better understand areas such as fees, investment performance, insurance, lost super and multiple accounts. Where personal financial advice is appropriate, a licensed financial adviser may provide tailored recommendations through the formal advice process.
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Multiple Super Accounts
A complimentary starting point designed to help you better understand your current super and identify areas that may require closer attention.
Financial adviser meeting with a young couple to discuss superannuation and retirement planning.
Consolidating Super
Understand the potential costs, benefits and insurance implications of bringing multiple super accounts together before making any changes.
Financial professionals discussing superannuation and financial planning together in a modern office.
Find Lost Super
Identify super accounts you may have lost track of and understand what should be considered before transferring or consolidating them.
Financial adviser discussing superannuation and retirement planning with two clients in a modern office.
Free Super Health Check
A super health check is a simple starting point if you have not reviewed your super for some time and want to understand what areas may need attention.
Couple reviewing household finances, bills and retirement planning documents together at home.
Superannuation Review
Review key areas of your current super, including fees, investment performance, insurance and whether further personal advice may be appropriate.
What We Help You Review

Common Superannuation Topics Worth Understanding

Superannuation can involve several moving parts. Wise Investments Direct helps you begin the review process by identifying common areas that may require closer attention.
  • Current Super Fund
  • Fees
  • Insurance
  • Lost Super
  • Multiple Accounts
  • Retirement Planning Questions
Financial adviser discussing superannuation and retirement planning with a client in a modern office.
How It Works

A Simple Super Review Process

01. Start Your Review

Share some initial information about your current super and the areas you would like to understand.

02. Review Key Areas

The review may consider areas such as fees, investment performance, insurance, lost super and multiple accounts.

03. Access Licensed Advice Where Appropriate

Where personal financial advice is appropriate, a licensed financial adviser may consider your circumstances and provide tailored recommendations through the formal advice process.

Financial adviser meeting with two clients to review financial planning options on a laptop.
Choosing What Is Best for You

Why Reviewing Your Super May Matter

Many Australians do not regularly review their superannuation. A complimentary review can help you better understand your current fund, fees, investment performance, insurance and account structure. Where further personal advice is appropriate, a licensed financial adviser may discuss possible next steps with you.