It's No Secret

Bonus Episode: How Cat & Luke *Almost* Lost $100,000 of their Australian Super

December 13, 2023 Catherine Emerson and Christine Jensen Season 4
Bonus Episode: How Cat & Luke *Almost* Lost $100,000 of their Australian Super
It's No Secret
More Info
It's No Secret
Bonus Episode: How Cat & Luke *Almost* Lost $100,000 of their Australian Super
Dec 13, 2023 Season 4
Catherine Emerson and Christine Jensen

In today's podcast, we have a snippet of an unaired episode that was too good not to share.

In this bonus episode, Cat shares how her husband, Luke almost lost $100,000 in his Australian Super. And no, we're not talking about market movements or poor investment choices. This was all because of a transfer error with the fund provider, it went MIA.

We also chat about:

  • The year-long process and the hoops Cat had to jump through to solve the issue
  • Why Cat had to resort to using LinkedIn to speed the process up
  • The steps taken by the fund provider to compensate for the lost gains
  • Why this s is a great reminder of why you should regularly check in on your investments

If you enjoyed today's show, we'd LOVE for you to rate & review it on Apple Podcasts and share your favourite episode with a friend.

SUBSCRIBE to It's No Secret, wherever you listen to podcasts and never miss an episode: Apple Podcasts - Spotify

Follow us for fun chat & financial tidbits on IG: @itsnosecretnz
Got questions? Get in touch: www.itsnosecret.co.nz

Show Notes

In today's podcast, we have a snippet of an unaired episode that was too good not to share.

In this bonus episode, Cat shares how her husband, Luke almost lost $100,000 in his Australian Super. And no, we're not talking about market movements or poor investment choices. This was all because of a transfer error with the fund provider, it went MIA.

We also chat about:

  • The year-long process and the hoops Cat had to jump through to solve the issue
  • Why Cat had to resort to using LinkedIn to speed the process up
  • The steps taken by the fund provider to compensate for the lost gains
  • Why this s is a great reminder of why you should regularly check in on your investments

If you enjoyed today's show, we'd LOVE for you to rate & review it on Apple Podcasts and share your favourite episode with a friend.

SUBSCRIBE to It's No Secret, wherever you listen to podcasts and never miss an episode: Apple Podcasts - Spotify

Follow us for fun chat & financial tidbits on IG: @itsnosecretnz
Got questions? Get in touch: www.itsnosecret.co.nz