For Money magazine’s award criteria, visit moneymag.com.au.

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 TelstraSuper account             


Topics covered

— How to boost your super through extra contributions
— Which TelstraSuper investment option 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 strategy review
— Compare your super
— Your savings goals (budgeting and cashflow)
— Debt versus Super
— Non-Super investments


Delivery

Video
Phone
 


Cost

$500-$900 per topic (+GST if applicable) How much you pay will depend on your individual circumstances and chosen advice topic. 

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
— Funding for Aged Care
— And more
 
 


Delivery

Face-to-face
Video
Phone


Cost

$1,000-$3,000 (+GST if applicable) depending on the nature and complexity of advice required. 

 

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

$1,750^ p.a. or
$2,300^ p.a.  (+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 their friends*.

Highly effective

Our ongoing advice services are very effective at helping our clients stay on track to meet their financial goals, with over 96% of respondents rating our services as satisfied or very satisfied*.

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 4.87 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 July 2023.

^The ongoing advice service provides our clients with a review of the advice previously provided by us within the last 12 months, however if additional advice is required outside of this scope, due to changes in client’s circumstances, additional costs may apply. Further information about costs are included in the client agreement.

Award-winning advice when you need it

See why we were awarded Money magazine Innovation Award – Superannuation Advice Leader 2024

Read more
For Money magazine’s award criteria, visit moneymag.com.au.

Meet some of our advisers

 

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