Financial advice on a range of topics

Telstra Super Financial Advisers can provide advice about a range of super and non-super topics and are experts in Telstra Super’s products. Advice is available about the following:

Advice topics

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Own your own home sooner

Help you implement simple financial strategies so you can own your own home sooner, through careful budgeting and cash flow management

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Build long-term wealth through super

Put plans in place now to help you meet your long-term retirement savings needs. Includes the set-up of effective investment and contributions strategies as well as access to term deposits and Exchange Traded Funds (ETFs) via Telstra Super

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Get ready for retirement

Ways to maximise your super balance and save tax as you approach retirement.

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Plan & manage your retirement income

Strategies to ensure your money works hard for you in retirement, including making the most of social security benefits and tailored investment portfolios.

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Protect  your family and your finances

Put the right insurance in place to protect you and your family in times of financial need. Covers insurance inside and outside of Telstra Super. Members can benefit from lower premiums because Telstra Super Financial Planning does not accept commissions from life insurance companies.

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Build wealth outside of super

Help you understand your options for investing outside super such as through managed funds.

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Estate Planning

Help you leave your assets to the right people, in the most tax-effective way no matter your age.

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Budget cash flow and tax

Tailor your wealth and investment strategies to cater for your budget, cash flow needs and personal tax implications.

Taxation: Telstra Super Financial Planning is a registered tax (financial) adviser under the Tax Agents Services Act 2009 and is able to provide advice on the tax implications of the advice and financial strategies recommended.

Telstra Super Financial Planning has referral arrangements in place with insurance and estate planning specialist advisers. No remuneration or other benefits are received by Telstra Super Financial Planning as a result of these referrals.

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

 

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