Get tailored financial advice from a qualified adviser for more complex decisions
Everyone’s situation is different. Comprehensive advice1 can help you meet your broader financial goals – whether you’re working through complex super decisions, investment planning or setting up for a comfortable retirement.
What is comprehensive advice and how can it help?
Comprehensive advice is personalised advice provided by qualified financial advisers. You can meet face to face, or via secure video link.
This service goes beyond simple advice on your AustralianSuper account, offering strategic advice based on your full financial picture.
Comprehensive advice can support you with:
- complex superannuation strategies
- sophisticated investment strategies
- detailed retirement planning, including income streams and transition strategies
- tax-effective contribution strategies
- major life events (eg retiring, separation, inheritance)
- insurance needs and protection.
Refer to the Access advice fact sheet for more information.
What to expect from comprehensive advice
Before your first meeting with an adviser, think about your goals and the lifestyle you want in retirement.
Your first meeting
You’ll talk through your financial needs, circumstances and goals. This helps confirm what type of advice is right for you. No personal financial advice is provided in this meeting
Costs and next steps
If you’d like to continue, your adviser will explain the costs and confirm what you’re agreeing to before any work starts.
Developing a plan
Based on your information, your adviser will prepare your financial plan, called a Statement of Advice, and will then talk you through it.
Putting your plan into action
If you’re comfortable, your adviser can help put the recommendations in place and track the progress of your goals with you.
More information
Explore case studies and learn more about your financial advice options by reading our Access Advice with AustralianSuper fact sheet.
Get access to financial advice
Register your enquiry and one of our AustralianSuper team members will be in touch to arrange a meeting with a financial consultant.
Request a callback-
Disclaimers
- Personal advice is given by a separate legal entity, not by AustralianSuper Pty Ltd. Some personal advice may incur a fee, which will be disclosed before any work is completed. Subject to meeting eligibility criteria, fees for advice about your AustralianSuper account may be deducted from your account with your consent.