Super Scams & Secret Fees: First Guardian Case + Cost Analysis Australian Retirement podcast

Super scams & secret fees: First guardian case + cost analysis

12d ago 43:18

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In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth tackle a heartbreaking listener story about potentially losing $94,000 in the First Guardian collapse. Plus, the Boomer Briefing on transaction fees, platform strategies, and knowing when to quit competitive sport! HINT - the time is now

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Topics covered today:

- When is it time to quit competitive sport?

- Boomer Briefing: Keep an eye on transaction fees (but don't just focus on fees)

- Why use a platform? Quarterly reviews, rollovers and deployment strategies

- Today's big question: First Guardian super scam - listener loses $94K from $134K balance

- Understanding greed-based scams and warning signs

- AFCA complaints process and Consumer Scheme Levy Relief (CSLR)

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DISCLAIMER:

This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

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