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Is now the time to change your Superannuation Investments?
Story Wealth Management are a boutique firm, with an award winning team of highly-skilled financial planners, and a close-knit support team based in Hawthorn. We are united in our concern for our clients’ financial wellbeing, and a desire to help them create the life they want.
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Is now the time to change your Superannuation Investments?

16 Jun Is now the time to change your Superannuation Investments?

Posted at 14:32h in Knowledge Centre Newsletters by
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Written by Anne Graham, CEO/Senior Financial Planner, MAppFin CFP® LRS® CPA

Not surprisingly, there’s been a significant spike in the conversation around superannuation lately. Whether it’s protecting your growing nest egg from market falls and preserving wealth or trying to take advantage of the current volatility for some bargains, the interest in making a change has increased.

When considering whether to make the change, it’s a good idea to reflect on your motivation for doing so, before you make the leap. During times of heightened market volatility and falling share markets it’s quite normal to focus on the negative and extrapolate present conditions into the future.

Disclaimer: the information and any advice provided in this article has been prepared without taking into account your objectives, financial situation or needs.  Because of that, you should, before acting on the advice, consider the appropriateness of the advice, having regard to those things.