Financial Advice
Financial advice helps you make decisions about your money, particularly at key financial turning points of your life such as changing jobs, taking on a mortgage, starting a family, planning for retirement or actually retiring and starting a pension. It’s important that you receive personal financial advice that’s right for you.
Why you need a financial adviser
A financial adviser can help you answer questions such as:
- How much super do I need and should I salary sacrifice?
- Is it better to pay off a loan or invest that inheritance?
- Is my family protected if I can't work?
- What's a Transition to Retirement Pension?
- How do the new super rules affect me?
- How do I manage/reduce my debt?
Financial advice can provide certainty to your financial future…
whatever your stage in life
You choose the type of advice you need - specific or comprehensive.
Financial advice can range from giving you advice on appropriate investment strategies for your super to a full financial plan.
EquitySuper offers fee-for-service advice so you know exactly what you will get and how much it will cost you from the start. The fee for financial advice can be deducted from your super or you can choose to pay it directly.
Our financial advisers utilise the expertise of a range of specialists to provide you with advice on:
- Superannuation
- Shares and managed funds
- Personal insurances
- Trust advice
- Estate planning
- Socially responsible investing
- Philanthropy
No matter how complex your financial situation you can be confident in the quality of the advice we provide to you. Regular face to face meetings will ensure that our advice to you keeps pace with your changing financial circumstances giving you peace of mind for your financial future.
Get financial advice
To speak with a Financial Adviser, contact EquitySuper on 1300 659 799.