First things first: Get in touch with TelstraSuper Financial Planning

Planning for the future can seem like a daunting task for some and that’s where our expert financial advisers can help. TelstraSuper members come to us for advice throughout all stages of life, including:

• Buying their first home
• Funding the cost of having a family
• Protecting the family through insurance
• Planning for retirement
• Aged care and legacy

There’s no charge for your first meeting and you can book a time that suits you. *

Before your meeting

To make the most of your time with an adviser, we’ll need to get an overview of your personal situation, finances and your reasons for seeking advice. 

The quickest way to do this is to complete two, short questionnaires we'll send you before your first meeting:

1. Member Planning Profile: covers your current financial position and lifestyle goals.
2. Risk Profiler: covers your investment risk appetite.

Fill in as much as you can, the adviser can help you with any questions during your meeting. 

Your first meeting with an adviser

Meeting with a financial adviser isn’t all about money. We’ll actually spend most of the time talking about your lifestyle and goals. 

Part 1: Getting to know you

We’ll look at what’s important now, in the future, what you want to achieve and when. The more you can share with us, the better our conversation can be. 

We often discuss topics you might not even have thought about yet like family, caring commitments, career changes, hobbies and even holiday plans.

Part 2: Understanding your relationship to money

Every person is different. So, it’s important that we get to understand your personal relationship to money. 

We see a wide range of attitudes towards money and finances based on knowledge and experience, investment confidence and household management. Your adviser will want to understand your attitudes better so they can personalise any recommendations.

Part 3: Taking the advice

By the end of the meeting, your financial adviser will identify what you need to do and what advice you need to meet your goals. 

The adviser’s recommendations, including required actions and benefits, will be provided to you in a Statement of Advice. You’ll now have all the information you need to proceed with the advice, if appropriate.

Still unsure? We can help

While it might seem overwhelming at first, the sooner you take up expert financial advice, the more time you’ll have to build the future you want.

Learn more about the advice options available on our website or call us on 1300 033 166.