Life's complicated. Get financial advice that's simple.

To achieve financial freedom, you need help. Get expert advice from people you trust, who are on your side at every different stage of life and who can make the complex, simple. Advisers who’ll empower you, so you don't have to do it alone. Get advice to suit your needs through your life journey. Here are our four advice options from TelstraSuper Financial Planning.

 

Super Sorter


Phone-based advice on simple questions about your super


Topics covered

— How to boost your super through extra contributions
— Which investment option(s) will suit you
— Insurance within your TelstraSuper account
 


Delivery

Phone
 
 


Cost

No additional fee. Included in membership
 


Find out More

Request a call

 

Step It Up


Personal financial advice about one or two topics on your super or finances


Topics covered

— Complex super contributions
— Setting up an income stream
— Transitioning to retirement
— Investment review
— Compare your super
 
 


Delivery

Video
Phone
 


Cost

$450-$850 per topic (+GST if applicable) 
 
 


Find out More

Request a call

 

Big Picture It


Comprehensive advice, reviewing your whole financial position


Topics covered

— Tax-effective income at retirement
— Managing your debt
— Preparing for major life events e.g. redundancy
— Maximise Centrelink entitlements
— Insurance adequacy
— And more


Delivery

Face-to-face
Video
Phone


Cost

$1,000-$2,750 (+GST if applicable)
 
 


Find out More

Request a call

 

Stay on Track


Ongoing advice from your Adviser, who’ll adjust your plan as your life changes


Topics covered

— Help staying on your financial plan
— Adjusting your plan as circumstances change
— Monitor impact of economic and legislative changes on your plan
— And more
 


Delivery

Face-to-face
Video
Phone


Cost

$1,600 p.a. or
$2,100 p.a. depending on advice (+GST if applicable)


Find out More

Request a call

Unsure where to start? Give us a call on 1300 033 166.

Request a call

Why choose TelstraSuper Financial Planning

Recommended by our clients

More than 98% of clients said they would recommend us to a family member or colleague*.

Highly effective

Our ongoing advice services are very effective at helping our clients stay on track to meet their financial goals, with over 90% of respondents awarding us the highest rating available*.

Transparent fees

We operate on a fee for service basis. Our Advisers are salaried only and receive no bonuses or commissions.

Advice you’ll understand

On average, our Advisers were rated 4.8 out of 5 on measures of professionalism, knowledge, responsiveness, helpfulness and being easy to understand*.

*Data based on results of client satisfaction surveys undertaken by Telstra Super Financial Planning Pty Ltd in 2019.

We recommend you read the Financial Services Guide carefully if you are seeking financial advice, and that you contact us if you have any questions.

Download the Financial Services Guide