Superfund Assist Has Embarked On A New Adventure!

Superfund Assist

It has been an absolute pleasure taking care of your superannuation needs at Superfund Assist, but I would like to announce that I have embarked on an exciting new adventure this year!

As of April 2017, I have joined the team at Vincents as a manager in their Superannuation Advisory division.   I would love to have you join me at my new home – and to this end, I am happy to offer you a complimentary first appointment with me at Vincents so we can discuss how best I can manage your needs going forward at either our Brisbane or our Gold Coast offices.  Check out our office details here.

Vincents’ Superannuation Advisory group have the skills and experience that you’ve enjoyed to date with Superfund Assist and they work to support clients in managing their Self-Managed Super Funds in each of the accumulation, retirement and estate planning phases.  With extensive experience in all areas of superannuation, working with trustees, employers and members I am confident that my new home can help you make the right choices to grow your super and secure your financial future.

To find out more about our Superannuation Advisory expertise, please click here.

If you’d like to book your next appointment with me at Vincents, please call our reception desk at (07) 3228 4000.

Your loyal business and support is one of the main reasons why I have grown so much over the years.  I look forward to helping you gain insight and take control of all of your superannuation needs with the amazing team at Vincents.

Feel free to contact me with any questions you may have concerning my new home or the Vincents suite of Superannuation Advisory services.

Again, it has been my absolute pleasure to be your superannuation adviser and I hope to continue to help you from my new home well into the future!

Warm regards,

 

 

 

 

 


Carol Halton

Manager, Superannuation Advisory

VINCENTS