Get Support

Our team is here to help.

Common Requests

Update My Info

Have you changed jobs, address or any other details? Please inform us:

General Query

Do you have a non-urgent question to ask our team? Let’s get you the answer:

Financial Reports

Need a report of your insurance or investments? Request a copy here:

Speak to an Advisor

Lukas Christensen

Lukas can help you with Retirement Planning, SMSF and Investments.

Archie

Archie Franz

Archie can help you with Retirement Planning, Insurance and Investments.

Questionnaires

FAQs

  • Your Advisor will meet with you once a year to review your strategies, including investment returns and insurance policies.

    Any changes that need to be made will be implemented by our team following the meeting. Please be ready to answer questions from our team to help implement your strategies.

    Please note that our investment portfolios are actively managed and reviewed by fund managers and portfolio tracking software throughout the year. When you review your investments annually with your Advisor, they will look at the 3, 5 and 7 year returns, as well as contribution levels, to ensure that you’re on track to achieve your goals.

  • If you’re with a retail super fund, you can contact that fund to check your balance.

    If you’re investing through a managed portfolio via RightTrac, you will be using a platform such as North Online or CFS Edge. You will have a login to this platform.

    Please note that our investment portfolios are actively managed and reviewed by fund managers and portfolio tracking software throughout the year.

    When you review your investments annually with your Advisor, they will look at the 3, 5 and 7 year returns, as well as contribution levels, to ensure that you’re on track to achieve your goals.

  • CFS Edge and North Online are both industry leading investment platforms that give you access to quality funds including wholesale managed funds.

    Platforms can help you invest in a way that reduces risk, improved diversity, access quality funds without minimum limits, and limit taxes paid. These features can all help you achieve a higher % return on your investments.

  • Please contact our team before you make any changes to your insurance policy.

  • We are not registered tax practitioners, however, members of our team are qualified to provide basic advice around tax.

    We can also connect you with accountants to provide specific tax advice, including business taxation and accounting.

  • Waymaker is a program that helps Australians with their cash flow and mindsets around finances.

    Waymaker also provides home loan mortgage broking services.

    RightTrac is a partner of Waymaker to provide specific financial advice as it relates to our 6 strategies

    Learn more