Comprehensive advice

TelstraSuper Financial Planning Advisers can provide comprehensive personal advice on a range of super and non-super topics.

From starting a new job, planning a family to looking to retire, TelstraSuper Financial Planning Advisers are available to discuss a range of topics with you.

Take control of your financial future today – book in to see an Adviser from TelstraSuper Financial Planning or alternatively call 1300 033 166.

Request a call from a Financial Adviser

Advice topics

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  outside of TelstraSuper, for which no commission is charged.

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