Superannuation Consultants

Punter Southall Governance Services

Punter Southall Governance Services is a London-based company that specializes in providing Superannuation Consultants and Financial Services. Their expertise in these areas allows them to offer comprehensive solutions to their clients. The company is committed to delivering high-quality services that meet the needs of their clients.

Introduction to Punter Southall Governance Services

Punter Southall Governance Services is a financial services company based in London, founded in 1988. The company provides expert advice to clients on their superannuation funds and governance issues. What makes this company unique is their focus on delivering customized solutions to their clients' needs.

Services & products

Punter Southall Governance Services offers a range of services including superannuation consulting, trustee services, and governance consulting. Their team of experts provides bespoke advice to clients on how to manage their superannuation funds and ensure compliance with regulations.

Location

Punter Southall Governance Services is located in the heart of London, in the Strand area. The area is well known for its abundance of businesses and tourist attractions. Customers can enjoy the nearby theaters and restaurants. The closest public transportation options are Charing Cross Station (0.2 miles), Covent Garden Station (0.3 miles), and Leicester Square Station (0.3 miles).

Benefits

Customers should choose Punter Southall Governance Services because of their extensive experience and focus on delivering customized solutions. They have a team of experts who are dedicated to providing excellent service to their clients.

Good to know

Customers should be aware that Punter Southall Governance Services specializes in superannuation consulting and governance issues. They do not provide other financial services such as investment advice.

Reviews

Customers have praised Punter Southall Governance Services for their personalized approach and attention to detail. They appreciate the company's expertise and professionalism in handling their superannuation funds.

Amenities

financial advice
retirement planning
investment strategies
tax planning
pension advice
risk management
estate planning
insurance
wealth management
online access
customer support

FAQ

What is your track record in helping clients maximize their superannuation?

At Punter Southall Governance Services, we have a proven track record of helping clients maximize their superannuation. Our team of experienced consultants has assisted numerous clients in achieving their retirement goals by providing tailored advice and strategies to optimize their superannuation savings.

What types of superannuation products do you offer and how do they differ from one another?

We offer a range of superannuation products to suit the diverse needs of our clients, including self-managed super funds, industry funds, retail funds, and corporate funds. Each product has its own unique features, benefits, and fees, and our consultants work closely with clients to identify the most appropriate product based on their individual circumstances and objectives.

How do you determine the best superannuation strategy for each individual client?

We take a personalized approach to superannuation consulting, starting with an in-depth analysis of each client's financial situation, goals, and risk tolerance. Based on this information, we develop a customized strategy that maximizes their superannuation savings and aligns with their retirement objectives.

What fees do you charge for your services and how are they calculated?

Our fees for superannuation consulting services vary depending on the scope and complexity of the engagement. We typically charge an hourly rate, which is agreed upon in advance with the client. Our fees are calculated based on the time and resources required to deliver the agreed-upon services, and we are transparent about our pricing and billing practices.

Can you provide references or testimonials from satisfied clients who have used your services for superannuation consulting?

Yes, we are proud to have many satisfied clients who have benefited from our superannuation consulting services. We are happy to provide references and testimonials upon request, and we encourage prospective clients to read our reviews and case studies to learn more about our successful track record.