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I want a one-stop-shop for optimal convenience

When you’re focussing on the everyday, taking time to review how your finances are tracking is an almost impossible task.

In addition, if your investments are spread across a range of investment strategies, then making the time to review all becomes doubly difficult. That’s where we step in. Skylight is your one-stop-shop when it comes to optimisation and convenience. If you have investments and you want a review or a second opinion, we’ll pull together all your data and show you how you're tracking against your goals. Then, if needed, fine tune your finances to make sure everything is working together for you. After all, you tune your car regularly, why not the much bigger asset of your whole financial position.

We have compiled the services below as recommendations tailored for you

  • Choosing a Super Fund
  • Superannuation
  • Investing Outside of Superannuation

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.

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.

Investing Outside of Superannuation

The most rapid growth of personal wealth will come from an investment strategy underpinned by diversity and risk reduction.

The best long-term investment strategies involve spreading risk across a range of investment types to make the most of cyclical markets, investment trends and tax breaks.

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