Comprehensive personal advice

You make financial decisions every day, but with bigger decisions like starting a family, buying a home or planning for retirement, it can be harder to know what you need to do financially and what you need to consider.

Telstra Super Financial Planning offers more complex personal and general advice about topics inside and outside of super tailored to your objectives, financial situation and needs.

To discuss you advice needs, call Telstra Super Financial Planning on 1300 033 166 or
request a call.

Comprehensive advice overview

Topics 
  • insurance outside super
  • complex defined benefit matters
  • comprehensive retirement planning
  • comprehensive wealth accumulation
  • cash flow & debt management
  • understanding your Centrelink entitlements
  • paying off your home loan sooner
Ongoing advice includes proactive management and review of your advice strategy to ensure it remains relevant and appropriate as your lifestyle and financial circumstances change. 
Available by
  • Face to face
  • Video chat
What you pay
Initial advice
$550 - $2,500 plus GST (where applicable) depending on the nature and complexity of advice required.

Ongoing advice

$1,400 or $2,200 p.a. plus GST (where applicable) depending on the nature and complexity of advice and the type of ongoing advice service provided. This fee is additional to any one-off advice fee payable. Fees can be deducted from your super account.

Advice fees – no surprises

Telstra Super Financial Planning offers a range of financial advice options, from simple super-related advice offered at no additional cost to comprehensive financial plans.

Super laws require us to charge fees for more complex personal advice (simple general and personal advice relating to your Telstra Super account is provided for under your administration fee). We don’t receive or pay commissions and Telstra Super operates on a profit to members’ basis, which enables us to keep our fees as low as possible.

We charge flat fees and always let you know what they are before a financial plan is prepared so you can decide if you want to proceed.  Telstra Super Financial Planning has a range of fees in place depending on the level and type of advice you receive.

Find out more

Telstra Super Financial Planning can also provide general and limited one-off advice over the phone at no additional cost to you. 

Learn about simple advice


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