Personal advice options
Personal financial advice is about getting an expert to use their knowledge, skills and experience to offer advice and support that is personalised for your circumstances, goals and desires.
What is RetireAssist?
RetireAssist is a personal financial advice service, that offers more than simple phone advice but is a cost-effective alternative to comprehensive advice. Delivered over the phone, RetireAssist can cover a broad range of topics like estate planning, debt management and strategic advice, and can take into account your partner's super. Assistance with applying for the Age-Pension via Centrelink is also available as an add-on service.
Who is it best suited for?
It's specifically designed for those members within 12 months of retirement (or who have already retired).
How much does it cost?
The cost to you will depend on the nature and complexity of the advice but will be significantly lower than accessing a more detailed ‘comprehensive advice' option. Any costs will be agreed by you with your adviser prior to proceeding.
What is Simple Phone Advice?
It is all about getting targeted, personalised advice on how to maximise your super. It's a great way to get help with specific topics like investment strategy, making contributions insurance, setting up a pension or transition to retirement.
Who is it best suited for?
Not sure where to start? 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?
This service is at no additional cost to you, in most cases. Any cost will be discussed and agreed prior to proceeding. No hidden fees, commissions or commitments.
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.
Who is it best suited for?
If you're looking for tailor-made advice, look no further than comprehensive advice. We can refer you to a financial adviser on our panel to help you meet your goals.
How much does it cost?
Your first meeting is complimentary, with a fee-for-service model applying after that to be discussed and agreed with your adviser prior to proceeding–meaning no surprises.