SUPERANNUATION
Your advice options
You can never have enough good advice, but knowing what type of advice best fits your needs is an important step in the financial advice journey. From general advice to Retire Ready meetings and phone-based advice to comprehensive advice, the choice is yours.
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GENERAL ADVICE
What is general advice?
It's a great way to find out more about your benefits, rates and rules, and investments related to your super.
Just remember, general advice doesn’t take your goals, personal/financial circumstances or retirement needs into account.
Who is it best suited for?
Not sure where to start? How about a general understanding of where things are at with your super, insurance and investments?
How much does it cost?
Offered at no cost to you—no hidden fees, commissions or commitments.
Want general advice?
Give us a call on 1800 555 667, or ask us to call you. We're happy to have a chat.
Request a call backRETIRE READY MEETINGS
What are Retire Ready meetings?
This means a one-on-one Retire Ready meeting with a Retirement Consultant, where you can receive general advice.
Retire Ready meetings are designed to give the information and support to help you understand your options, as you approach retirement.
Who is it best suited for?
Retiring in the next five years? Get clarity on your income options, and how to take advantage of age-based super rules while still working.
How much does it cost?
Offered at no cost to you—no hidden fees, commissions or commitments.
Want a Retire Ready meeting?
If you’re looking to retire in the next five years or have already retired, then a Retire Ready meeting is a great option.
Find out morePHONE-BASED ADVICE
What is phone-based advice ?
It’s all about getting targeted, personalised advice on how to maximise your super. It’s a great way to get a pre-retirement health check, Transition to Retirement advice, simple retirement advice, investment choice advice, contribution strategy advice, insurance advice and contributions advice.
Who is it best suited for?
It’s for those wondering: ‘Am I making the most of my super?’, ‘Is my super invested in the right strategy?’ or ‘Is my super on track?’
How much does it cost?
Often offered at no cost to you—no hidden fees, commissions or commitments.
Want phone-based advice?
Give us a call on 1800 555 667, or ask us to call you. We're happy to have a chat.
Request a call backCOMPREHENSIVE ADVICE
What is comprehensive advice?
This is all about personal financial planning, where you will receive advice that takes your full financial picture, including investments outside super, into account.
Want comprehensive advice?
Give us a call on 1800 555 667, or ask us to call you. We're happy to have a chat.
Request a call backUSEFUL RESOURCES
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SUPPORT
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