General advice options

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.

Request simple phone advice

Simple Phone Advice FAQ

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.

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?'

General advice options

General information and advice is about helping you understand super and related topics - but doesn’t take into account your personal circumstances or needs.

What is general information?

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. 

What are Retire Ready meetings?

This is a one-on-one Retire Ready meeting with a Retirement Consultant, where you can receive general information.

Retire Ready meetings are designed to give the information and support to help you understand your options, as you approach retirement.

Request a Retire Ready meeting

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. 

Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held by funds managed by Reverence Capital Partners, L.P. Certain of Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.

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