A super fund can stay in the background for years. You start a job, an account is opened or...
Welcome to Wise Investments Direct
Achieving theFutureYou Have Always Dreamed Of
Wise Investments Direct helps everyday Australians take the first step towards reviewing their superannuation and planning for a stronger financial future.
Wise Investments Direct works alongside licensed financial advisers to guide Australians through a complimentary superannuation review. Together, we help clients better understand their current superannuation, identify opportunities to improve long-term retirement outcomes, and provide access to tailored financial advice where appropriate.
Wise Investments Direct works alongside licensed financial advisers to guide Australians through a complimentary superannuation review. Together, we help clients better understand their current superannuation, identify opportunities to improve long-term retirement outcomes, and provide access to tailored financial advice where appropriate.
About Wise Investments Direct
Creating a Clearer Path for Your Financial Future
Wise Investments Direct guides Australians through a complimentary review of their current superannuation while working alongside licensed financial advisers.
The review helps clients better understand areas such as fees, investment performance, insurance, lost super and multiple accounts. Where personal financial advice is appropriate, a licensed financial adviser may assess the client’s circumstances and provide tailored recommendations through the formal advice process.
The review helps clients better understand areas such as fees, investment performance, insurance, lost super and multiple accounts. Where personal financial advice is appropriate, a licensed financial adviser may assess the client’s circumstances and provide tailored recommendations through the formal advice process.
- Superannuation review enquiries
- Free super health check pathway
- Lost super and multiple account enquiries
- Fund fees, insurance and performance review topics
- Retirement planning enquiry support
- Connection with licensed financial advisory firms where appropriate
Our Services
Helping You Review and Understand Your Super
Wise Investments Direct guides you through the superannuation review process while working alongside licensed financial advisers. Where personal financial advice is appropriate, our advisers provide tailored recommendations designed to help improve your retirement outcomes.
A complimentary starting point designed to help you better understand your current super and identify areas that may require closer attention.
Understand the potential costs, benefits and insurance implications of bringing multiple super accounts together before making any changes.
Identify super accounts you may have lost track of and understand what should be considered before transferring or consolidating them.
A super health check is a simple starting point if you have not reviewed your super for some time and want to understand what areas may need attention.
Review key areas of your current super, including fees, investment performance, insurance and whether further personal advice may be appropriate.
Licensed Advice Pathway
Working Alongside Ready Advice
Wise Investments Direct works alongside Ready Advice to guide clients through the superannuation review and advice process. Wise Investments Direct supports clients throughout the initial review, while licensed financial advisers provide personal financial advice and tailored recommendations where appropriate.
Planning for a Better Retirement
You Work Hard for Your Super. Make Sure Your Super Is Working Hard for You Too.
Your superannuation can play an important role in the lifestyle you may have in retirement. Reviewing it regularly can help you understand whether there are areas that need closer attention.
Review Your Current Situation
Start by understanding your current super fund, account structure and general position.
Understand Fees
Fees can affect the long-term value of your super. A review enquiry can help you ask the right questions.
Check Insurance
Many funds include insurance cover. Before making changes, it is important to know what cover may already exist.
Look at Fund Performance
Performance can vary between funds and investment options. It may be worth reviewing how your super has performed over time.
Find Lost Super
Super from previous employers can sometimes be forgotten or left inactive.
Review Multiple Accounts
Multiple accounts may mean duplicated fees or insurance arrangements.
Plan Ahead
Your super should be considered as part of your broader retirement planning.
Know the Next Step
Where advice is required, a licensed financial advisory firm can provide personal recommendations through an advice process.
Choosing What Is Best for You
Receive Your Free Super Review
Begin with a complimentary review of your current superannuation. Wise Investments Direct will guide you through the process and help you better understand areas such as fees, investment performance, insurance and multiple accounts. Where personal financial advice is appropriate, a licensed financial adviser may provide tailored recommendations.
- Review your current fund details
- Understand your fees and insurance
- Ask about lost or multiple super accounts
- Consider retirement planning questions
- Seek licensed advice before making personal financial decisions
Helpful Information
Simple Super Topics Worth Understanding
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