About financial planning

Financial advice not only can help you manage your wealth but the right kind of financial advice can make a big difference to your future. Telstra Super Financial Planning’s advice service can help you reach your financial goals, wherever you are in your financial journey.

Look to the future

If there’s one thing you should do in life, it’s plan your financial future.  Careful planning now can help you reach your goals over the short and long term. From starting a new job, buying your first home, starting a family to planning for retirement, sound planning now could also be the key to enjoying a financially fruitful life. After all, you want to make sure you maximise your income in retirement.

Simple phone advice included in the cost of your membership

As a not for profit fund our goal is to help you achieve a financially secure future which is why we offer you access to general and specific advice about your personal Telstra Super account over the phone at no additional cost. We can help you optimise your super, choose investment options and review your insurance cover so that your super is working hard for you and you don’t pay anything extra for this service. 

Need more comprehensive advice?

Should you need more complex personal advice you have access to an experienced Adviser from our qualified Telstra Super Financial Planning team. We can help you grow your wealth inside and outside of super discuss your cash flow and debt situation and help you meet your retirement goals.  We can provide comprehensive, low cost, financial advice on a range of topics that can help you maximise your savings throughout your life stages. Advice fees can be paid for through your super account.

We work only in your best interests

Our Advisers operate on a fee-for-service basis and do not accept or receive commissions or other incentives which may influence the advice you receive. This means you only pay for advice that is based  on and tailored to your individual objectives, financial situation and needs. The first meeting with an adviser is obligation free and gives you the opportunity to decide whether you would like to proceed with our advice or not. 

We’re here to help

At Telstra Super we’re here to help you build a secure financial future. Before making any significant financial decisions we would encourage you to speak to Telstra Super Financial Planning.  If you have any financial advice queries contact us on 1300 033 166 or fill in our online contact form

There is no additional charge for our phone based service as this is included in your Telstra Super membership.

Find out more

Find out about the types of advice you can receive and the range of topics available. 

Learn more about Telstra Super Financial Planning by reading our Financial Services Guide (FSG).

 

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