Get advice

If you're looking for the support of a qualified expert to set your goals and help you achieve them, you've come to the right place. Our advice menu offers plenty of options to help you achieve a great life after work.

What is Financial Advice?

Financial advice is about getting an expert to use their knowledge and experience to build long-term financial plans, personalised for your circumstances, goals and desires.

No matter where you are in your working life, there are things you can do with your super that will make a real difference to your life after work. Some of these actions will be simple, taking only a few minutes. Some people may also find that they do a great job reaching their investment and retirement goals on their own.

But if you don't have clear goals for your financial future or an idea of the best strategies to help you get there, expert advice can make a huge difference.

Financial advice is about getting an expert to use their knowledge and experience to build long-term financial plans, personalised for your circumstances, goals and desires. It's a one-on-one commitment and encompasses not just investment strategies, but also insurance requirements, savings plans and tax strategies-all regularly evaluated and adapted to suit the changes you go through in life.

Understanding the types of advice on offer is also important. Some may want general advice, others may opt for comprehensive advice to get a full financial picture; and yet others may want specialist advice on a particular topic.

That's why, as your super fund, we offer a
range of advice options

Cellphone chat icon

Simple Phone Advice*

  • Limited personal advice on your Russell Investments Super account
  • Topic for advice includes investment strategy, making contributions, insurance, setting up a pension account and transition to retirement

Hands holding person icon

RetireAssist*

  • Personal financial advice over the phone for members close to retirement or already retired
  • More than simple phone advice, it includes topics like estate planning debt management, and strategic advice, including your partner's super
  • Centrelink assistance is also available as an add-on service

Sheet of paper with a bookmark icon

Comprehensive Advice*

  • Personal financial advice that considers your full financial circumstances and is tailored to your needs
  • We can refer you to a selection of financial planners who are independent of us, to help you meet your goals

*The financial advice you receive will be provided by Link Advice Pty Limited ABN 36 105 811 836, AFSL 238145 and will be their responsibility.

 

REPORT

Why work with a financial adviser?

Because that relationship may be one of your best investments.

The 2021 Value of an Adviser Report shows that having a ‘behavioural coach’ is critical to avoiding bad investment decisions under stress and contains a simple and handy formula that can help you understand the value of working with an adviser.

Read the report
VOA flipbook
 

AWARDS AND RECOGNITION

Our achievements

awards banner 2022
Don’t just take our word for it. See our awards and recognition.

For further information about the methodology used by Chant West, see www.chantwest.com.au