Advice for all stages of life

No matter what your life stage or where you are on your financial journey, TelstraSuper Financial Planning can help you meet your financial goals.

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Starting out

It's important to start thinking about your long-term financial success early, because the greatest advantage you have now is time. The sooner you start, the better! A TelstraSuper Financial Planning Adviser can talk to you about:

  • consolidating your super and helping you better manage your investments
  • putting the right insurance in place to protect you and your family
  • saving and building wealth outside of super
  • managing debt and cash flow through budgeting
  • what investments might be best for you.
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Couples and families

At a time in your life where you have various financial priorities competing for your attention, it can be hard to look to the future. A TelstraSuper Financial Planning Adviser can talk to you about:

  • strategies to help you pay off your home loan sooner
  • tax-effectively building long-term wealth outside super
  • managing debt and cash flow through budgeting
  • ensuring you and your family are protected with the right type and amount of insurance cover
  • what investments might be best for you
  • consolidating your super and helping you better manage your investments.

Preparing to retire

When you're approaching retirement it's time to make planning for your post-work life a priority. Financial advice can help you make informed decisions and investment choices so you can live the life you want in retirement. A TelstraSuper Financial Planning Adviser can talk to you about:

  • becoming debt-free as you approach your retirement years
  • accumulating wealth tax-effectively to meet your future retirement income needs
  • estate planning so that your assets go to the right people and in the most tax-effective way
  • ensuring you and your family are protected with the right type and amount of insurance cover
  • consolidating your super ahead of accessing it in retirement.
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Retirees

Making long term plans for your retirement is important. Life expectancy in Australia is currently 80 years for males and 84 for females*, so there's a good chance your retirement income may need to last 20 years or more. Financial advice can help you establish a regular income stream so you can achieve your retirement dreams, no matter how simple or elaborate. A TelstraSuper Financial Planning Adviser can talk to you about:

  • enjoying a financially secure and stress free retirement
  • managing your ongoing retirement income and capital needs
  • estate planning so that your assets go to the right people and in the most tax-effective way
  • maximising any Centrelink benefits you may be entitled to.

*Source: ABS life expectancy at birth  2013-2015

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Book an appointment

To discuss your advice needs with TelstraSuper Financial Planning, call 1300 033 166 or request a call. 

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