16 September 2024
A Warm Introduction and Welcome to Picture Wealth Advisory
We are excited to share that over the coming weeks, Superannuation Advice Australia (SAA) will be transitioning to Picture Wealth Advisory Pty Ltd (PictureWealth), AFSL 530789, a financial services company that shares our values and commitment to providing top-quality advice to more Australians.
This change represents a significant step forward for our business and the services we can offer you, and we believe it will strengthen the support and resources available to you.
About PictureWealth:
PictureWealth believes in making financial advice clear and straightforward. Our team of dedicated experts provide personalised advice, leveraging the latest technology to enhance your financial understanding. PictureWealth’s mission is to protect and enhance your personal and financial well-being, always putting you at the centre of everything we do.
By putting technology to work, PictureWealth has blended professional human knowledge with the digital world, to optimise financial outcomes for you, all delivered with the human touch.
What this means for you:
We are pleased to let you know that, broadly, no changes will occur to your current financial structures and products. In working with our SAA advisers, soon to become PictureWealth advisers, your current service and relationship with us will remain unchanged, unless of course we can work with you to identify and advise you on enhancements and improvements. Moreover, you will be offered access to amazing technology to improve your financial know-how, and to help you achieve your goals.
No action required on your part:
Our primary goal is to ensure a smooth transition and to continue delivering the high-quality service you deserve. You’ll continue working with the same trusted advisers and team who understand your financial journey. If you’re happy with your current financial servicing arrangement continuing with PictureWealth, there’s no action required on your part.
You can email us at clientcareteam@superadviceaustralia.com or write to: PO BOX 400, Broadbeach, QLD 4218.
Continuity of service:
We’re committed to ensuring this transition is as smooth as possible. PictureWealth will provide the same excellent service, now with even more resources and support to help you achieve your financial goals.
Thank you for your trust and partnership. We look forward to embarking on this exciting next chapter together.
Website: https://picturewealth.com/
Kind Regards,
Matt McNaughton
CEO, Superannuation Advice Australia