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Got any questions about super or retirement planning?

Talk to us on 132 652 between 8am and 6pm AEST/AEDT, Monday to Friday, or request a call back.

Our telephone consultants can help you get set in the right direction by referring you to one of three different services: general advice, limited advice or comprehensive advice.

What is general advice?

General advice:

  • Answers general questions you may have about super and retirement.
  • Doesn't take into account your personal needs and circumstances.
  • Is usually accessed over the phone at no cost to you.

What is limited advice?

Limited advice:

  • Provides personal advice on a specific aspect of your retirement planning.
  • If you meet with a financial adviser, the first meeting is free. Fees and charges will apply after that, however, the adviser will clearly outline and agree these with you before proceeding further.

What is comprehensive advice?

Comprehensive advice:

  • Provides personal advice that addresses all areas of your finances on an ongoing basis.
  • Includes recommendations for suitable super and pension products.
  • Your first face-to-face meeting is free. During that meeting your adviser will agree any costs with you in writing depending on the scope and complexity of the advice.

Comprehensive advice can help you with all aspects of your retirement planning and is generally delivered by an adviser in four easy steps.

What type of advice is right for me?

This will depend on your personal circumstances and what you’re trying to achieve. To help you with this we’ve prepared a table comparing the three types of advice services.

 

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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.