On this scale can you tell us more about yourself and your situation?

How many children are living with you?:
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Changing Jobs

Changing jobs can be an exciting time, it can also be a bit of an emotional roller coaster. No matter which category you fit into, making sure your financial situation doesn’t suffer should be a top priority.

Changing jobs usually means a change in your pay packet. Often times it’s more, sometimes it’s not. Either way, it’s important you keep on top of your financial situation and there is no better way to do so than to have a chat with your Skylight specialist. At Skylight we have a team of experts who are able to assess your situation to make sure your financial plan still suits your circumstances. If not, then they are on hand to recommend an alternative strategy suited to your new situation.

We have compiled the services below as recommendations tailored for you

  • Superannuation
  • Choosing a Super Fund
  • Budgeting and Saving
  • Employment Contracts
  • Joining a Union
  • Private Health Insurance
  • Life, Accident and Injury Insurance

Superannuation

Making the job of choosing the right super fund for you an easy task.

Your Skylight specialist is on hand to help you choose the super fund that is right for you and your family, taking into consideration any other investments you may have.

Choosing a Super Fund

Choosing a super fund – one of the most tax effective ways to secure your future financial aspirations.

Fees and charges can erode even the most well performing fund. Skylight has access to detailed information, not only on performance, but on fees and charges and performance trends over time of just about all Australia’s superannuation funds.

Budgeting and Saving

You save right? But do you know there are options available to you to make your money work even harder than you do?

At Skylight our budgeting and saving experts can provide you with the right tools and expertise when it comes to making the most out of your budgeting and saving strategies.

Employment Contracts

Creating or reviewing an employment contract can be a time consuming process.

At Skylight we have access to experts in this field who are on hand to work with you to create your ideal employment contract.

Joining a Union

Are you getting the most out of your Union membership?

Your Skylight adviser is on hand to help you assess the benefits or otherwise of your union membership.

Private Health Insurance

Private health insurance – the worst strategy is to set and forget your cover.

As the cost of private health insurance increases the most obvious place to look for savings is to change your mix of cover to suit your life stage without increasing risk.

Life, Accident and Injury Insurance

The best laid financial plans can be catastrophically derailed by a major disruption to your life, your health or your ability to earn.

Fortunately, catastrophic events in your life can be covered by insurance which is widely available and generally very cost-effective when you consider the consequences.

Budget Planning Calculator





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