PODCAST EPISODES
PODCAST EPISODES
Superannuation Health with William Ezzy, Financial Planner
WE DIVE INTO the topic of Superannuation Health. WE GO DEEP with Financial Planner, William Ezzy. Will OPENS UP about all things Superannuation – that is the money you accumulate for your retirement when you are working.
We discuss:
The importance of financial education. The earlier in life, the better.
What is superannuation?
What is Super Choice?
What are the different types of super funds?
How do you choose the right one for you?
Australia has superannuation. What do other countries have?
Using superannuation to pay for medical expenses such as IVF and weight loss
surgery. How do you do this? Has this been more common over COVID?
Why can’t we ignore superannuation?
Ethical, environmental, social or governance investment (ESG) principles. What are they? Should we care?
Insurances through Superannuation. What are the types? Death only; Death/ Total Permanent Disability and income protection. Do you know about those?
Does your super fund invest in companies such as tobacco, arms, nuclear energy, gambling, alcohol, fossil fuels, adult entertainment- should you care if companies source a significant proportion of their revenue from these? How do you find out how your Super fund invests your money?
When should you see a financial planner regarding your Superannuation?
Binding beneficiaries. A they a big deal?
Super fund fees. A THEY big deal?
By retirement age in Australia, what is the average a woman has in her superannuation compared to a man? And why?
General Advice disclaimer
Please remember that the information discussed here is of a general nature and is not intended to serve as personal advice.
DPM Financial Services recommends you obtain advice concerning specific matters before making a decision.
William Ezzy Contact Details
Email: William.ezzy@dpm.com.au
Phone: (03) 9621 7067
DPM Financial Services Webpage: https://www.dpm.com.au/our-services/private-wealth/
He has written numerous articles for DPM on various financial planning topics -https://www.dpm.com.au/knowledge-centre/article-author/william-ezzy/
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