Valuable Insights
Wikifinance uses in-house
knowledge to help customers
optimise product costs
Professional Consulting
The Wikifinance team helps
class action lawyers prepare
cases where excessive fees
have been charged for life and
super
Saving you Money
Wikifinance uses industry
leading software to accurately
compare costs for super and
life insurance.
Financial Advice
Wikifinance’s standard advice
process considers your
personal circumstances when
reviewing your situation
Who we are
Wikifinance is here to help you optimise the costs of your life insurance and super
Proven Experience
Find out what excess fees and costs you
may be paying
We are experienced in this field
The original business model for Wikifin was developed over five
years ago. Since then, a multitude of customers have had the
costs of their financial products analysed.
- Indicative savings provided at inception
- Industry leading life insurance and super comparison
software used - Checking of your insured amounts and super investment choices included in final advice report
- Full or limited advice options available
Services We Provide
There are three general areas of financial planning where we provide services
Superannuation
Superannuation is usually the foundation of your retirement plan. We can work with you to optimise your super including looking at contributions, investment options, drawdowns and consolidations.
Investments
There are numerous routes to investing in shares, bonds, property, infrastructure and cash. We can advise on setting up an investment portfolio to match your risk profile and requirements.
Life Insurance
Life, permanent disability, income replacement and trauma cover can provide financial security when tragedy strikes. Reviewing your needs and aligning suitable cover is a key step in our process.
