Services


We offer five specialised services that can help you with different areas of your finances - pick the one that suits you below, or book a free GeekPeek if you’re not sure.


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Remember, all our MoneyGeeks are degree-qualified and don’t charge you any commissions.

SUPERANNUATION

Superannuation plays an important role in your financial life. Make sure you get it right.

MoneyGeeks Services

What we help you do:

  • Minimise the taxes you’re paying right now on your super (so you lose as little money as possible)
  • Protect you from inappropriate risk (so your savings don’t get wiped out)
  • And most importantly, help you afford the retirement you want, whatever that looks like for you

We recommend this if:

  • You’re confused about how much super you actually need… and whether you’re on track or not
  • You have no idea whether you’re paying too much tax, or whether your kids will have to pay extra tax when you pass away
  • You don’t know whether your super is in a ‘high value fund’ or not (and maybe you don’t even know what that is)
  • You don’t know if you’re paying any unnecessary or hidden fees or taxes on your super

Read More: The most convenient way to get your superannuation sorted

INVESTING

Ensure that money becomes your servant and not your master.

MoneyGeeks Services

What we help you do:

  • Get in control of your money
  • Learn the skills of investing by yourself (so you’re not dependent on anyone)
  • Protect yourself from inappropriate risk (so your savings don’t get wiped out)
  • Build a plan to help you reach your financial goals, whatever they are

We recommend this if:

  • You’ve never invested before, but you want to try; or
  • You’re already an investor, and you’d like to know any of the following:
    • Am I being ripped off with my current investments?
    • Am I paying any taxes or fees that I don’t need to?
    • Am I getting the most value out of my invested dollars?
    • Should I be investing in property?

Read More: How to make your money work better for you

RETIREMENT

Once the money you have is gone, your ability to make choices is gone too.

MoneyGeeks Services

What we help you do:

  • Get in control of your money - and your retirement
  • Never have to fear Government changes destroying your financial freedom Know that you’ll always have choices available - and you won’t be dependent on the Age Pension
  • Learn how to stay calm during market volatility - and secure the best possible outcome for yourself

We recommend this if:

  • You’re a soon-to-be retiree between the ages of 50-65 and you’re not sure of your financial position
  • You don’t know what kind of retirement products are available to you
  • You’re not sure how you should be investing your retirement savings to get the most out of them
  • You want to know what kind of income you can realistically expect to get

Read More: How to make the most of your savings in retirement

INSURANCE

Hope for the best but plan for the worst

MoneyGeeks Services

What we help you do:

  • Find the right insurance for your needs, commission free
  • Life Insurance (Pays out if you were to die - useful if you have kids or debt)
  • Total and Permanent Disability Insurance (Pays out if you suffer illness or injury that leaves you totally disabled)
  • Income Protection (Pays out if you can’t work for a long period of time, for whatever reason)
  • Trauma Insurance (Pays out if you’re diagnosed with any of a specific list of medical problems)

We recommend this if:

  • You have a young family, with children and debt to be taken care of if anything happens to you
  • You’re older and you have insurance that’s getting too expensive to manage

Read More: How make sure your protected without being ripped off

SMSF GUIDANCE

Is running an SMSF harder than you thought it would be?

MoneyGeeks Services

What we help you do:

  • Answer all your SMSF-related questions (so you always have a trusted source of advice to call on)
  • Manage your SMSF for you, doing the legwork of keeping up with regulations (so you can relax and spend your time doing what’s most important to you)
  • Organise your accounting, audits, and investments (so you don’t have to find extra help)
  • Work alongside your current accountants and auditors (so our integration will be seamless)
  • Help you navigate what an SMSF allows you to do with your funds (so you don’t have to worry about breaking any laws)

We recommend this if:

  • You’re confused and overwhelmed by keeping up with SMSF regulations
  • You feel like you’re missing out on maximum returns, but you don’t know where to invest
  • You want the peace of mind of knowing your SMSF is building you a strong, future-proof retirement
  • You don’t have enough time to keep up with running an SMSF
  • You haven’t set up an SMSF yet, and want to know if you should

Read More: Take away the confusion and hassle of running your SMSF

Get A Free GeekPeek

  • A GeekPeek is a free, special financial check-up that will look at all areas of your financial health and tell you exactly where the problems are.
  • You'll get a custom report on your finances and where the problems are and what you could get by fixing them.
  • And best of all, it's totally free and no-obligation. You can even keep the report if you want.
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