How to get advice
From finding out your super balance through to a full financial plan, we have you covered
Attend a seminar
We run seminars across Australia throughout the year, with topics like:
- taking control of your super
- planning for retirement
- transitioning to retirement
- preparing for aged care
- insurance cover with your super
Guidance over the phone
Our Service Centre is here to help you, Monday to Friday from 8:00am to 8:00pm. Our Superannuation Specialists can give you no cost general super information about:
- your options for combining your super accounts
- getting online access to your account
- your investment option choices
- types of insurance cover
- making super contributions
- how to nominate beneficiaries
- transition to retirement and pension products
Face to face advice
We take your personal circumstances into account, to give you practical strategies, advice and hands on support – so you can meet your current and future lifestyle goals. Here are just some of the things we help you with:
- setting financial goals
- minimising tax
- transferring other super and minimising fees
- investing outside of super
- managing debt efficiently
- investment choice
- the right insurance cover
- setting up a pension
- planning for aged care
- understanding estate planning
