> Employee Services
Access specialist advice
Anu Wealth delivers specialist advice and support services to staff (and their families) of those employers who have selected us as their preferred financial adviser.
You have access to the following services:
Superannuation Investment Advice
We can assist you in choosing which investments are right for you in your corporate super plan.
Insurance Advice
We can assist you in working out how much Life, Income Protection or Critical Illness insurance you really need to protect your family and your wealth in case something unexpected should happen to you.
Superannuation Rollover Support
We can help you consolidate all those previous superannuation accounts you have accumulated over the years.
One-on-One meetings
We will ensure you have the opportunity to sit with one of our specialist advisers to discuss your personal needs when we visit your workplace.
Mortgages
Whether you are looking to buy your first home, or to refinance your current mortgage, you have access to an accredited industry specialist to get you the best deal from over 30 Lenders. Please note that this service is not provided under our Madison license, but under an established referral relationship.
Wills and Trusts
To help you be confident that your assets are passed to exactly who you intend, we give you access to specialist solicitors at Trust Company Limited.
Education Seminars
To build your financial know-how and give you the tools to take control of your financial future.
You can contact us Monday to Friday, 9am to 5pm, by phone on
(02) 8005 2776, drop us an
, or contact us if you have any questions on these benefits.
Why us?
We work for you
Anu Wealth Services delivers you advice that is in your best interests – every time.
We show you the potential
Our advice clearly shows you the potential outcomes that you can achieve by following our recommendations so you can decide how to proceed.
We explain our fees
The fee you pay for our advice, and subsequent reviews, will be stated clearly and agreed by you, before we begin work on your behalf.
We are not biased
We charge a fee for our professional advice and services; however, we may receive some commissions paid to us by Product Providers which will be specified at the time of the recommendation.
With our superannuation and investment services, we rebate these commissions in full where possible and charge a fee for our services instead, so that you know our product recommendations are not biased based on any payments we receive.
We adapt
Our Review Service ensures that you remain on track to achieve your financial goals and that your plan changes when something in your life does.
Get on track to the future you want
- Advice that is in your best interests.
- Results-focused advice that supports your decisions.
- Clear and transparent fees.
- No commissions on superannuation and investment products where possible.
Take control of your financial future
The decisions you make regarding your super today can have a profound effect on your quality of life in retirement.
We can help you make informed decisions to achieve the retirement you want by making the most of every dollar you earn today.
