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It's No Secret

Catherine Emerson & Christine Jensen

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

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 issueWhy Cat had to resort to using LinkedIn to speed the process upThe steps taken by the fund provider to compensate for the lost gainsWhy this s is a great reminder of why you should regularly check in on your investmentsIf 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

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