Tassell Financial Planning

Tassell Financial Planning operates as a superannuation consultant from East Maitland, working with clients on their super funds and the personal liability cover attached to them. Feedback describes Drew, also referred to as Dru, as fantastic and knowledgeable, with one client noting that he showed a great deal of information about superannuation and personal liability cover.

Practical assistance was provided to combine separate super funds while keeping the existing liability cover intact, so that the protection attached to those accounts was not lost. The same client regarded the resulting policy as suited to their circumstances and encouraged others to have their super fund reviewed in the same way. The work therefore centres on superannuation advice and the consolidation of funds, with the attached cover preserved through the process. The practice takes appointments across the working week from its East Maitland base.