Protect your family and your finances

Put the right insurance in place to protect you and your family in times of financial need. TelstraSuper Financial Planning  operates on a fee-for-service model and has arrangements in place with life insurance product providers which provide generous discounts on the premiums payable for life insurance products outside of TelstraSuper.

When  to review your insurance

Build long-term wealth through your super

Put plans in place now to help you meet your long-term retirement savings needs and goals. Includes the set-up of effective investment and contributions strategies, including for those members who want more control over their investments.

Build wealth outside of super

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

Budget cash flow and tax

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

Own your own home sooner

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

Get ready for retirement

Ways to maximise your super savings as you approach retirement.

Planning for retirement

Estate planning

Ensure your assets are distributed according to your wishes, so that they go to the right people and in the most tax-effective way.

More about estate planning

Plan and manage your retirement income

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

Managing your retirement