Scroll down to see the landing page, VSL, ads, emails, and confirmation page we'd use to turn cold traffic into qualified conversations for your team.
Before writing a word, we audited your positioning, competitive landscape, and audience signals. Three findings shaped every deliverable below, and none of it's templated.
Every piece of content below leads with this message. It's what already works about your brand, repeated in ads, the VSL, emails, and the landing page.
Every deliverable below is built from research into Sheridans Private Wealth's business, audience, and competitive landscape. None of it is templated.
Every piece is finished, written in your voice, and yours to keep regardless of whether we work together.
Offer: Sheridans Private Wealth, SMSF-suitable retirement and wealth advice, booked from a free no-obligation 45-minute financial review call
Thanks for booking your review, and welcome. If you're watching this, you've probably got real money in super and a nagging feeling it could be working harder than it is, so let's make the next 45 minutes actually count for you.
First, what the call actually is. It's a review, and one of our advisers will sit down with you, go through what you're holding now, what you want retirement to look like, and where the gaps are between the two. If a self-managed fund or a different structure would genuinely get you there faster, they'll walk you through what that looks like. If it wouldn't, they'll tell you plainly, and you'll still walk away knowing exactly where you stand. Nothing gets set up unless you're completely comfortable with it.
Over the next few days you'll get a couple of short emails from us. They just answer the questions people in your position usually have before a first call, so there's less to cover when you and the adviser actually talk.
Underneath this video there are a few more short clips. They cover the things most people want to know before they sit down with us: what it costs, whether your balance is even in the right range, and what happens if a self-managed fund turns out to be the wrong move for you. Have a look at the clips that fit your situation. The more you've watched, the deeper the call can go, because the adviser won't have to spend the first ten minutes on the basics.
That's it from me. Whether we do it on the phone or over video is up to you, whichever suits. We're looking forward to it, and we'll take good care of you.
Title: What it costs
Let me put the money on the table, because it's the first thing most people want to know and nobody likes asking.
The 45-minute review call is free. No obligation, nothing to pay, and nothing gets implemented off the back of it unless you decide you want to go further. You can have the conversation, get a straight read on where you stand, and leave it there if that's the right call for you.
If you do decide to work with us beyond that, advice has a fee, and we lay it out in plain numbers before you commit to anything, so there are never surprises. We hold the advice as the job rather than selling you the thing that pays us best. Part of every review is telling people when they'd genuinely be better off leaving things exactly as they are, and that includes doing nothing at all.
If the cost question is the one sitting on your mind, bring it up early on the call. One of our advisers will walk you through exactly what ongoing advice would look like for your situation before you're asked to decide anything.
Title: What if it's not the right structure for me?
Fair thing to be thinking about, and the plain answer is that a self-managed fund isn't right for everyone, and we'll tell you if it isn't right for you.
A self-managed fund is one of the tools we look at. For the right person, set up properly around their situation, it changes what retirement looks like. Plenty of other people don't need one, and the structure they're already in is doing a perfectly good job. There's no version of the review where we push you toward a fund because it suits us. The whole point of sitting down is to work out which one you actually are.
So on the call, one of our advisers looks at the whole picture, meaning your super, your investments, the tax side, and how it all fits together, then gives you a plain answer. That answer might be a self-managed fund, it might be a small change to what you've already got, or it might be to leave everything exactly as it is. You'll know which, and why, before you leave the conversation.
Title: Is my balance big enough?
A lot of people talk themselves out of a review because they assume they're not quite in the range where advice makes a difference. The marker we actually use is pretty simple.
We're a good fit for people with $300k+ in super or investments who suspect they're not making the most of it. If you're around there or above, the conversation is worth your time, because at that level the structure holding your money genuinely starts to change your outcome, and small decisions compound over the years you've got left before retirement.
It's less about the exact number and more about whether anyone has ever looked at the whole picture and asked what this money is actually meant to do for you. Most people's super sits in a default fund that treats them the same as everyone else in the office, and the years where a better structure would have worked in their favour tend to slip past unnoticed. If that sounds familiar and you're in that range, book the review. If you're not sure whether you qualify, put your real figures on the form and we'll be straight with you.
Title: I already have someone
Plenty of the people we help said exactly this before they came in, so you're in good company.
What they were missing usually wasn't a product, and it usually wasn't even bad advice. It was someone looking at the entire picture and coordinating every part of it together, meaning the super and the investments alongside the tax and the estate side, rather than each piece being handled in isolation by someone who only sees their corner of it. Advice that came bundled with a fund is often exactly that: one corner, handled fine, with nobody joining the dots across the rest.
The review is a low-cost way to find out whether that's happening to you. One of our advisers looks across everything and tells you, straight, whether it's already well coordinated or whether there's money leaking through the gaps. If it turns out you're in good shape, that's a genuinely good result and we'll say so.
Title: Are you legit?
Reasonable question to ask of anyone you're about to hand your financial picture to, so the straight version is worth having.
We're Sheridans Private Wealth, based in Glenelg here in Adelaide, and we look after people right across the country by video. Between the four qualified advisers on our team there's more than 20 years of experience sitting down with people in your position. We operate under our licensee, so the advice you get is properly authorised, not something run out of a back room.
On the testimonials, they're real, and they're published the way financial advice tends to publish them, by initials, because clients don't generally want their full names and balances on a website. One couple in South Australia told us setting up their self-managed fund had felt overwhelming before they came to us, that we made the whole process simple, and that we've kept advising them ever since. We don't invent glowing quotes or dress up returns. The best read you'll get on whether we're the real thing is the review call itself, where you'll be talking to a qualified adviser who tells you the truth about your situation, including when the truth is that you don't need us.
Subject: Your review call is booked
Preview: What happens on the call and who you'll be speaking with.
Send: Immediately after booking (fires on form submission)
Hi,
Your 45-minute financial review call is locked in, and there's nothing to buy and nothing to prepare. You can take it by phone or over video, whichever suits you, and it makes no difference to how we work no matter where you're based in the country.
A little about who you'll be talking to, so the call isn't the first time you're weighing any of this up:
- Sheridans is a private wealth practice based in Glenelg, here in Adelaide, and our advisers work with clients right across the country by video.
- You'll be speaking with one of four qualified advisers, and between us we've spent more than 20 years sitting across the table from retirees, pre-retirees and business owners.
- The call is a no-obligation conversation. We use it to understand where you're at and what you want your money to do, not to move you into anything.
On the call itself we'll ask about your super, roughly where things stand, and what you'd like retirement to actually look like. From there we'll give you a straight read on whether a self-managed fund suits your situation, or whether it'd just be more cost and admin for you. If it wouldn't suit you, we'll say so.
Talk soon,
The Sheridans team
Subject: Whether an SMSF is worth it for you
Preview: There's a point where a self-managed fund earns its keep, and a point where it doesn't.
Send: Day 1, morning
Hi,
Sitting behind most of these calls is some version of the same question: is a self-managed fund actually worth it for me, or is it just more paperwork and risk I don't need.
Worth setting out how we think about it before we talk, so the call starts further along.
An SMSF gives you control. You decide what the fund holds, how it's invested, and how it's structured around your retirement. That control is the whole appeal, and for the right person it's genuinely valuable. It also comes with real responsibility. You become a trustee, there's compliance to stay on top of, and there are running costs that don't go away whether the fund does well or not.
So the answer turns on a few things, and none of them is a slogan:
- How much you have in super, and whether the running costs are small enough against that balance to be worth carrying.
- Whether you actually want a say in the decisions, or would rather someone simply handle it for you.
- What you want the fund to do that your current super can't already do.
We say to people fairly regularly that they're better off leaving their super where it is, and we mean it. The point of the call is to work out which group you're in before you commit to anything.
Talk soon,
The Sheridans team
Subject: Setting up their SMSF felt overwhelming
Preview: A pre-retiree couple on what changed once the structure was sorted.
Send: Day 1, afternoon
Hi,
Results are easy to quote and hard to trust, so here's one in the client's own words, and then what actually sat underneath it.
"Setting up our SMSF felt overwhelming before we came to Sheridans. They made the whole process simple and have continued to provide outstanding ongoing advice. Highly recommended." S. & T.L., pre-retirees, South Australia
What did the work, rather than the sentence: we started with what they wanted their retirement to look like, not with a fund. Then we looked at whether an SMSF got them there faster than leaving things as they were, and only once that was clear did we deal with the setup itself. The part they found overwhelming, the paperwork and the sequencing, is the part we carry, so it stopped being their problem.
That's the shape every one of these starts with. We work out what you want first, then whether your super, and possibly an SMSF, is set up to get you there. Your call will run the same way.
Talk soon,
The Sheridans team
Subject: What an SMSF actually asks of you
Preview: Control is the upside, and it comes with real obligations.
Send: Day 2, morning
Hi,
If we do end up setting a fund up together, it's worth knowing what you'd be taking on, because the appeal and the obligation are the same coin.
As a trustee of your own fund, you're responsible for keeping it compliant. That means an annual audit, ongoing record-keeping, and contribution and investment rules that apply to a self-managed fund and not to a regular super account. Getting them wrong has consequences. None of this is meant to put you off. It's the trade you make for control, and for a lot of our clients it's a trade well worth making.
What we do is carry the strategy and the ongoing advice, so you're not working any of it out on your own. You stay the decision-maker, and our job is to make sure the decisions are sound and the fund stays on the right side of the rules. Every recommendation gets walked through with you before anything is implemented, so you can see the reasoning and not just the conclusion.
We'll go through exactly what the ongoing responsibilities would look like for your situation on the call, so you can decide with your eyes open.
Talk soon,
The Sheridans team
Subject: Three things to check on your super this week
Preview: A short list you can run through on your own super today.
Send: Day 2, afternoon
Hi,
Something you can do this week regardless of how the call goes, because it's useful either way.
Pull up your current super and check three things:
- The fees you're paying, and whether you can tell what you're getting for them. A lot of people can't, and that alone is worth knowing.
- How it's invested, and whether the mix still matches how many years you've got until retirement, or whether it was set once and never looked at again.
- Any old accounts you've lost track of. Most people have a forgotten industry-fund account or two from an old job, still charging fees against a small balance.
None of that requires us. It's the same first look we'd take together, and doing it now means the call can go deeper than surface numbers.
If it throws up questions, bring them to the call.
Talk soon,
The Sheridans team
Subject: Who we're a good fit for
Preview: We're not the right practice for everyone, and we'd rather say so early.
Send: Day 3, morning
Hi,
Worth being straight with you about who we're built for before we talk, because we're not the right practice for everyone.
We tend to be a good fit for people who have $300k+ in super or investments and feel they're not making the most of it, who want a long-term adviser they can actually call, and who value the relationship over chasing the lowest possible fee. If that's you, the call will be time well spent.
Where we're often not the right answer is for someone after a one-off transaction or the cheapest quote in the market. That's a legitimate thing to want, and there are practices built for it. Our practice is built for the ongoing relationship instead, so we'd rather tell you that now than halfway through a conversation.
We hold advice under Paragem, our licensee, and we're paid for the advice itself. You'll see what anything costs before you agree to it, and nothing is implemented until you're comfortable with it. The same holds on the call and afterwards.
Talk soon,
The Sheridans team
Subject: Your call is tomorrow
Preview: Your time and format, plus the one thing worth having handy.
Send: Day 3, afternoon (or morning of the call if the call is early)
Hi,
Your 45-minute review call is booked for tomorrow, by phone or video depending on what you chose, so there's nothing to set up on your end.
The one thing worth having handy is a rough sense of your super. You don't need exact figures or statements in front of you. A ballpark of what you've got and where it sits is plenty for a first conversation.
We'll use the time to understand where you're at and what you want retirement to look like, and to give you a straight read on whether a self-managed fund, or a change to how your super is structured, would help you get there. If it wouldn't, you'll hear that too.
If tomorrow no longer works, reply to this email with a day that suits and we'll move it, no trouble at all.
Talk tomorrow,
The Sheridans team
Subject: Today's call
Preview: Nothing to set up, just be somewhere you can talk.
Send: 2-3 hours before the call, recipient timezone
Hi,
Your review call is today. If you booked a phone call we'll ring the number you gave us, and if you chose video the link is in your calendar invite, so there's nothing to do but be somewhere you can talk for three quarters of an hour.
If something's come up or you're running behind, reply to this email or give the office a quick call on (08) 8376 0455 and we'll sort it.
Talk soon,
The Sheridans team
Subject: Looks like we missed each other
Preview: Easy to fix. Reply and we'll set a new time.
Send: 1-2 hours after a missed call (conditional)
Hi,
Looks like we missed each other today. These things happen, no trouble at all.
You booked in to get a straight read on your super and whether a self-managed fund suits you, and that's still worth 45 minutes whenever it works for you. Reply to this email with a day and time that suits and we'll lock it back in.
The Sheridans team
Subject: The super you rarely check
Most people with a decent super balance settle into a quiet habit of not looking at it too closely.
It's understandable. The statement arrives, the number looks fine, and there's nothing obvious to act on, so it goes back in the drawer. Underneath that calm, though, is a balance sitting in whatever it defaulted into years ago, drawing whatever fees nobody has questioned, invested in a way that may have suited you at 40 and not at 58. Nothing is wrong, exactly. It's just that nobody has looked forward from your position today and asked whether it still adds up.
Looking forward is where the value sits. Your actual position mapped out over the years you stop working, so you can see how today's settings shape the retirement they're meant to fund. Once you can see it, the vague sense that you're not making the most of it turns into something you can adjust.
That forward picture is what a proper review is for.
Sheridans Private Wealth
Subject: Is an SMSF right for you
Once your super gets past $300k or so, someone usually suggests you look at running your own fund.
Where that conversation tends to go sideways is that it jumps straight to setup and paperwork, which is the easy part to talk about. The earlier question is the one that decides everything: does a self-managed fund actually suit your circumstances, your goals, and how hands-on you want to be. Get that one wrong and no amount of tidy administration saves it.
A self-managed fund can hand you real control over how your super is invested, and some genuine planning room you don't get inside a large retail fund. It can also hand you responsibilities and admin you never wanted. Which of those it becomes depends on your situation, not on a template. So it's worth treating the decision as advice before it becomes a form to sign, and we'll tell you plainly if we think it isn't worth it for you.
Sheridans Private Wealth
Subject: Advice with no product attached
A lot of people keep financial advice at arm's length because they assume it turns up with something to sell.
That wariness has been earned. For a long stretch, plenty of what was called advice was product distribution in a nicer suit, and the person across the desk was paid on what they moved rather than on how you did afterwards. Enough people were on the wrong end of that for the distrust to stick, and fairly so.
The way we're built is the answer to it. We charge you for the advice, not a commission on a product, so any recommendation has to earn its place in your plan or it doesn't go in. It starts with your situation, working out what you want the next twenty or thirty years to look like, and only then moving on to how to get there. The strategy is fitted to you, not to something we needed you to buy.
Sheridans Private Wealth
Subject: The five years before you retire
The stretch that shapes your retirement most is the five or so years right before it, and it's usually the stretch people coast through on autopilot.
The instinct is to think the important decisions are all behind you by then, that retirement is just the slow drawdown of whatever you managed to build. Closer to the truth is the reverse. When you shift from building super to drawing an income from it, how the money stays invested once you're living on it, how the tax sits as your circumstances change, how much you can safely spend without the worry of running short. Handled well, those calls do more for the years ahead than another decade of contributions would have.
Most people never get them framed as decisions at all. The move into retirement feels like an event that happens to you, rather than a sequence of choices someone could sit down and map out with you in advance. Mapped out in advance, with over 20 years of doing exactly this behind the advice, the same transition gets a lot smoother, and the balance keeps working long after your last pay cheque.
Sheridans Private Wealth
Subject: Super, tax, estate and investments
Plenty of people have an accountant, a super fund, and a solicitor who drew up the will years ago. What they don't have is anyone whose job is making those pieces line up.
Each of them answers the question they're asked, and answers it well inside their own lane. Your accountant handles the return, your fund invests the money, your solicitor drafts the will. What none of them is holding is how it all fits together across super, investments, tax, and estate, lined up into one plan for where you actually want to end up. So the gaps between them go unnoticed until something forces the issue, and by then the room to fix it has usually shrunk.
Owning that whole-of-picture view is what our four advisers are here to do. Not to replace your accountant or your solicitor, but to sit above the parts and keep them pulling in the same direction, built around your circumstances rather than handled one arrangement at a time. It's the difference between a set of separate accounts and an actual plan.
Sheridans Private Wealth
Subject: Start with a short review call
If any of these have landed close to home, the next step is a smaller one than you might expect.
We offer a free, no-obligation 45-minute financial review call, by phone or video, so it makes no difference where in the country you sit. On it, we talk through where your super and investments are now, where you want them to be, and whether a self-managed fund or a fuller retirement plan is worth taking further for you. If it isn't, we'll say so. You leave with a clearer view than you came in with, whether or not we ever work together.
It suits people with $300k or more in super or investments who suspect they're not getting the most out of it. Most put the conversation off for years, then wish they'd had it sooner.
Sheridans Private Wealth
Every asset above plugs into one place in this flow. Once it's running, the only thing you see is qualified bookings on your calendar.
We handle every piece of the build, deployment, and the first 30 days of campaign management. You film, we run.
If yours isn't here, it's the first thing we'll cover on the call.
