About Capital strategists
Welcome to Capital Strategists, where our goal is to ensure you reach yours. We offer a connection to financial advisors for people all over Australia. Our experts provide you with the education and understanding of how to set yourself up most efficiently for retirement.
We specialise in Superannuation, as the majority of Australians aren't on track for a comfortable retirement. So we do our part by helping to take the stress of retirement off your shoulders. If we're able to help out with your Superannuation you can then speak with our partnered advisors about anything with a dollar figure in front of it! Ensuring you get the best service and results for your future.
Let us help you navigate the complex world of retirement planning and create a customised plan that fits your unique needs. Get started today with a complimentary review, which covers the below services below:
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SUPERANNUATION REVIEW
ADVICE GIVEN IS PROVIDED FROM CAPITAL STRATEGISTS PARTNERED ADVISORY, READY ADVICE​​​
Superannuation Health Check
Our Superannuation health check dives into all aspects of your super. Firstly looking at what you're paying in fee's and how your funds investment options are performing. Most importantly providing an estimate for where your current setup puts you on track for in retirement, then having a look to see if there's an option out there to maximise where your supers end result!
Insurance Review
Whether you're aware of it or not, you may find your Superannuation has insurances inside of it. These insurances come with premiums, the insurance review takes a look at what you're currently covered for and paying for any existing insurances. Next is ensuring your insurances are matched accordingly with your wants and needs.
Implementation
Our partnered advisors will be looking at options to achieve better performance, provide more protection as well and ensuring your Superannuation setup is aligned with your wants and needs. Once you're happy with everything, you don't have to worry about a thing! The advisors take care of all the work for you in the background. Get the ball rolling today with our complimentary Superannuation Review!