Ways to boost your super

Building on a successful career in the finance sector, Andrew followed his passion for meeting people by moving into financial advice. Andrew is driven by wanting to help people, especially when it comes to finances.

Andrew enjoys taking complex subjects like superannuation and breaking them down into bite-sized, relatable examples for members. He says, “Nothing beats the satisfaction of watching a member understand a financial concept or strategy, and making a difference to their life, it’s extremely rewarding”.

Andrew enjoys the flexibility of super and the way it can be adapted to meet member needs. He likes to guide his members through each of life’s stages showing them how their super and financial management needs can be adapted as their circumstances change; from the first stages of their working career, expanding their family, the empty-nest stage and of course, arguably the best part, retirement.

He is a firm believer that you don’t need to have a large retirement balance to seek advice. Financial advice can change the lives of members with even the smallest balances. The key to a successful partnership with clients is to listen. He believes it’s an honour to have members share their lives with you, and it’s important to share something with them too.

In his downtime Andrew enjoys spending time with family and friends, going to gigs, jamming with his bass guitar and playing football (soccer). In fact, Andrew started a successful soccer club in a small ‘league and rugby-only’ town in regional NSW. In the first summer, the club had over 400 children register to play.

The club grew exponentially to accommodate many children, teen and adult teams who competed in NSW and ACT. To honour his contribution to his community, Andrew was presented with an Australia Day Community Award, by the lead singer of Ice House, Iva Davies!

What our members have to say about Andrew

“We find Andrew to be so helpful. He always takes the time to explain things to us. He follows through and keeps us informed, he is highly regarded by us and a wonderful representative for First Super.” 

“We found Andrew very easy to talk to and he explained things so we could understand what it was all about. Very happy with his service.”

“We both found Andrew to be very professional, reliable and informative and would highly recommend him to others.”

“Andrew is very professional with clear easy to understand explanations as well as a great caring person!”

Jayson has spent his career working with industry funds, so the move to First Super in 2019 as a financial planner seemed like a natural progression. He is passionate about helping people. The ability to change people’s lives is what attracted Jayson to a career in financial planning, and it’s what he continues to enjoy about his job today.

Jayson meets with members all across the country. He understands that everyone is different, and has different ideas of what they want to achieve. Jayson makes sure he understands each members needs and objectives and ensures that the advice he provides is tailored just for them.

Providing advice to members with small super balances can have the greatest and most rewarding impact. He enjoys seeing that moment on his clients’ faces when they realise that they’re going to be able to meet their retirement needs – it’s their sense of ease and happiness that makes him proud of the work he does.

The financial services industry, particularly superannuation, is forever changing. Jayson prides himself on being at the forefront of changes, keeping his clients updated and adapting the advice he gives to ensure he meets the new requirements as well as the needs of his clients.

When he’s not in the office working or out meeting members, Jayson enjoys spending time with family and friends, and cheering on his beloved football team, Collingwood. Despite his choice of football team, he’s an exceptional financial planner.

What our members have to say about Jayson

“Very happy with the service provided keep up the good work.”

“Jayson is always prompt with returning calls or emails. He delivers the information in an easy to understand way. Always informative. We find Jayson an excellent advisor and happily recommend him.” 

“Jayson is extremely professional in his manner with a friendly nature that makes you feel comfortable about allowing him to advise you about your super.”

“It is always so easy to talk to Jayson and get the answers without any difficulty. Excellent.” 

Richard has spent his entire career working in financial services. To say he is dedicated, is an understatement. With over 20-years’ experience as a financial planner, he’s seen plenty of change, especially within superannuation. It’s his ability to change people’s lives, both financially and their lifestyle, that attracts him to financial planning.

Having travelled the breadth of the country to meet with members, he particularly enjoys visiting the regional areas. And if he can’t make it in person, he’s more than happy to meet online to discuss your financial planning goals.

While he enjoys the diversity that financial planning offers, and nuances of superannuation, his favourite topics are retirement planning, estate planning (both business and personal succession planning), as well as life insurance. In fact, some of Richard’s greatest achievements throughout his career have been the advice he’s given members about life insurance. He’s definitely changed many lives for the better, just ask him about it.

When he’s not enriching members lives with his incredible superannuation knowledge, you’ll probably find him on the golf course, or on a plane – travelling somewhere exciting and new.

What our members have to say about Richard

“Richard explained everything to me and was very thorough .”