Interviewer:
So Trevor, why is monitoring your super important?
Trevor:
For me it’s because the world has changed and we live longer, so I don’t what to
be a burden on my kids when I get old.
Interviewer:
What do you mean a burden on your kids?
Trevor:
Fact is if you do very little, you end up with too little too late and have to rely
on your kids for handouts.
Interviewer:
So how does monitormysuper help with all this – are they financial Planners?
Trevor:
First off, monitormysuper are NOT financial Planners or Accountants but they are
a research and software company that have developed what I believe to be the missing
part of superannuation.
Interviewer:
What's that?
Trevor:
That, is the ability to monitor and track my superannuation plan and allow me to have
control over everything; I mean, I can track how much money I want to retire on,
how my home budget is going and more importantly have better ways of reaching
my goals suggested. Monitormysuper even talks to my Accountant and Adviser with the suggestions
so we are all on the same level. If the market drops or it looks like I won’t make
my super goal it calculates the best options for me and can even reduce the tax
I pay and tells me instantly, not a year later like my fund does now. I mean, I
want to have control on MY MONEY!
Interviewer:
You mentioned ‘Retirement Goal’ a couple of times, what do you mean ‘Retirement
Goal’? Don’t we just get what we get?
Trevor:
No No No… You should and have the right to set how much you want to retire on. Don’t
be happy with just ‘what you get’. Monitormysuper will forecast how your fund
is performing, how much you are putting in and match that against your retirement
goal. If you need more it will calculate the best strategy to get you there.
Interviewer:
So if I understand you correctly, monitormysuper works with lots of super funds?
Links you, your Accountant or Adviser and even fund provider all together with your
goals so you have the right information at the right time?
All the info is INSTANT?
It calculates a range of available super strategies to consider and
even does some of the paper work, and you can have as many funds listed as you like?
Trevor:
That’s right and lets face it, you have to be a bunny not to worry about your money.
Interviewer:
Is it expensive?
Trevor:
Less than the price of a kilo of carrots per day.
Interviewer:
So how do I get started?
Trevor:
Talk to your Accountant, Adviser or my good friends at monitormysuper, why, because
it’s YOUR super.