If there's one thing you should plan for in life, it's your financial future. Careful planning now can help you reach your goals over the short and long term.
TelstraSuper Financial Planning offers a range of financial advice options, from simple advice about your TelstraSuper account provided at no additional cost to comprehensive advice.
Why get financial advice
Financial advice can help you manage your wealth and make you feel more confident and in control compared to people who don’t receive advice. The right kind of advice can make a really big difference to your financial future. It can help you:
- create strategies to achieve your goals
- maximise any Centrelink benefits you may be entitled to, to achieve a secure income in retirement
- build long-term tax effective savings not just within super
- protect your family if something happens to you so they have ongoing financial security
- avoid expensive mistakes.
If you establish an ongoing advice service with your financial adviser, they'll be available to help you ensure your goals remain on track and provide you with peace of mind.
Simple advice is included in the cost of your membership
Our goal is to help you achieve a financially secure future which is why we offer you access to simple advice about your TelstraSuper account over the phone at no additional cost. We can help you:
- choose the right investment option(s) for you
- optimise your super contributions so your super's working hard for you
- review your insurance cover.
Call 1300 033 166 or Request an appointment
Need more comprehensive advice?
Should you need comprehensive personal advice you have access to an Adviser from our TelstraSuper Financial Planning team. We can help you grow your wealth inside and outside of super, review your insurance cover, discuss your cash flow and debt situation and help you meet your retirement goals. We provide tailored, low cost, financial advice on a range of topics that can help you maximise your savings throughout your life stages. Advice fees relating to your super may be paid for through your TelstraSuper account.The difference between simple and comprehensive advice
Tailored advice to meet your needs
Our Advisers operate on a fee-for-service basis and don't receive any commissions or other payments which may influence the advice you receive. You'll receive advice that's tailored to your individual objectives, financial situation and needs. The first meeting with an adviser is obligation free and gives you the opportunity to decide whether you'd like to proceed with obtaining our advice.
Advice fees: no surprises
TelstraSuper Financial Planning has a range of fees in place depending on the level and type of advice you receive. Super law requires us to charge fees for comprehensive personal advice (general and simple personal advice relating to your TelstraSuper account is provided at no additional cost).
We charge flat fees and always let you know what they are before a financial plan is prepared so you can decide if you want to proceed.