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

 

View seminars
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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

Call 1300 963 720

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
Meet the team
Couple with adviser

Give us a call - we're here to help