Wikifinance helps customers with super, investments, and life insurance. We are not aligned with any life insurer or bank. As such, we use, for example, industry super funds or lower cost retail super funds if lower fees are a requirement for super. For life insurance, industry leading comparison software is used to check all larger insurers when comparing options.

We have also provided extensive technical help to law firms and litigation funders prosecuting class actions against some of Australia’s largest financial institutions. Usually, the claim is for excessive premiums and charges. Some of these large class actions are pending, underway or a settlement has been reached.

Ordinarily we would engage with new customers to see what savings we could identify for you based on your current situation. If we can’t save you more than $5,000 in costs of the next five years, we probably won’t take you in as a customer.

Everybody has different circumstances and change is inevitable. Our ethos is to collaborate with new customers to align your current needs to appropriate financial products. Hopefully, we can save you a fair amount along the way.