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Comparison of advice services

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Get the right type of help for your retirement planning.

Our telephone consultants can provide you with general advice on super and retirement, or if your needs are more complex, refer you to an adviser for limited or comprehensive advice.

The following table compares the three types of advice head-to head and provides guidance on the time involved, costs and how to access these advice services.

 

  General advice Limited advice Comprehensive advice
Answers to general questions on super, retirement and investments (e.g. what is a transition to retirement strategy?)      
Understand how different pension products work (e.g. how do I move my money from super to a pension?)      
Help with setting up a pension      
Personalised advice  
Limited to a specific aspect of your retirement planning (e.g. contributing to or choosing investments within your super).

On all areas of your financial situation.
Documented retirement plan  
Covers the specific retirement area discussed.

Covers all areas of your financial situation.
Recommendations on what superannuation and pension products are best for you      
An annual review of your plan to take into account your changing circumstances and make sure you stay on track      
Time involved

Generally under 30 minutes

Generally under 2 hours

Generally two face-to-face appointments

Costs

Free service

Your first meeting is free. During that meeting your adviser will agree any fees with you in writing depending on the scope of the advice required.

Generally from $1,500-$10,000. Your first meeting is free. During that meeting your adviser will agree any fees with you in writing depending on the scope and complexity of the advice required.

Next steps

Call us

Talk to us on 132 652 between 8am and 6pm AEST/AEDT, Monday to Friday

Request a Call Back

Complete our contact form

Locate an adviser

Find an adviser near you

Locate an adviser

Find an adviser near you

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What next?

Find out more about Super and retirement rules.

 

General advice and information only

Any advice and information on this website is general only, and has been prepared without taking into account your particular circumstances and needs. Before acting on any advice on this website you should assess or seek advice on whether it is appropriate for your needs, financial situation and investment objectives.