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First guardian super FRAUD + the hidden costs killing retirement!

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth tackle a heartbreaking listener story about potentially losing $94,000 in the First Guardian collapse.

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About this episode

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O’Reilly, from Northeast Wealth tackle a heartbreaking listener story about potentially losing $94,000 in the First Guardian collapse. Plus, the Boomer Briefing on transaction fees, platform strategies, and knowing when to quit competitive sport! HINT – the time is now

If you like this Australian Retirement Podcast episode, you’ll love the series. Don’t forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.

Topics covered today:

  1. When is it time to quit competitive sport?
  2. Boomer Briefing: Keep an eye on transaction fees (but don’t just focus on fees)
  3. Why use a platform? Quarterly reviews, rollovers and deployment strategies
  4. Today’s big question: First Guardian super scam – listener loses $94K from $134K balance
  5. Understanding greed-based scams and warning signs
  6. AFCA complaints process and Consumer Scheme Levy Relief (CSLR)

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