How it works: was designed to provide you with a free comprehensive overview of your current super accounts and insurance policies. It aims to make this process as simple as possible.

We believe if you have all of this information readily available and at your fingertips, you can make the best decisions. Plus, you get to discuss your accounts/policies with an expert and pick their brain.

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fill out your details

Once we have received your personal details, we will prepare a personalised authority for you to sign. We will email this to you as soon as we can.

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sign and return authority

When you receive your authority, print and sign and return it to us using the link below. You can scan, or take a photo and upload online.


wait for our call

With your complete authority, we will contact your super funds and complete our due diligence on your behalf. Once we have all the information we need, we will contact you to discuss where your accounts are at.