Expert advice
Expert advice can be the key to making informed decisions for your financial future - particularly when leaving employment or retiring.
Telstra Super Financial Planning offers advice to develop a financial strategy tailored to your individual needs. Planners are specialists in providing superannuation-related advice, and are expert in Telstra Super's range of products.
With a focus on super and how to maximise the benefits it offers, Telstra Super Financial Planning can offer advice in the following areas:
- your current super arrangement
- your rollover options
- retrenchment
- your retirement planning.
Your personal advice will be given to you in a written ‘statement of advice’, that clearly outlines all the recommendations and explains the reasons why these recommendations are considered appropriate for your circumstances.
You can give instructions to your Financial Planner over the telephone or in writing. However, we believe there is no better way to communicate than face-to-face.
Qualified planners
Telstra Super Financial Planning provides professional advice from qualified and experienced financial planners who regularly participate in industry training and education - this means you always get up-to-date information on the latest developments in areas such as super. Telstra Super Financial Planning offers referrals to third party professional services where appropriate.
Telstra Super Financial Planning is the holder of an Australian Financial Services Licence and is a principal member of the Financial Planning Association of Australia (FPA).
No extra costs & no commissions
You won’t pay any extra for advice from Telstra Super Financial Planning. Access to Telstra Super Financial Planning is one of the benefits of Telstra Super membership – there is no additional cost to you, the member.
Compare this to the cost of financial plans provided by other financial planning services, where a typical cost for a full financial plan might be between $2,000 and $4,000.
In addition, the financial planners are employees of Telstra Super Financial Planning, are paid a salary and do not receive commissions.
Financial Services Guide
For more information about the advice provided by Telstra Super Financial Planning, download our Financial Services Guide (60kb).