Matt’s Story

“I prefer TOMORROW’s low fee model, but I’m not sure about letting my adviser go”.

 

Matt, 44 from Bronte, has been with his financial adviser, who looked after his super with a bank, for almost a decade. For Matt it’s been worth it – paying several thousand dollars a year to ensure his planner rebalances his portfolio with the right blend of assets for him. And that if life changed, he’ll be ok.

 

But when it comes to weighing up value against a robust managed account structure, Matt prefers matching a specialised TOMORROW portfolio with his investment style, life stage and risk profile — for a lower fee. Matt still plans to see his advisor for check-ins and when his situation changes. 

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© 2021 TOMORROW Super. Tomorrow Financial Services Pty Limited ABN 94 618 000 196 (TFS), AFS Licence Number 514522 trading as TOMORROW Superannuation. TFS currently do not offer a financial product. TOMORROW Super will be launching soon. The information contained in this website is general advice only and has been prepared by TFS which means we haven’t taken into account your objectives, financial situation and needs. You should consider whether the information is appropriate, and whether you need to speak to an accredited or licensed financial professional before making any decisions, financial or otherwise, that involve TFS or any product for that matter. A Product Disclosure Statement for the product will be made available when the product becomes available. As always, you should consider the Product Disclosure Statement in deciding whether to acquire, or continue to hold, the product.