Financial advice

We provide free consultations to explain your options and to help you manage your super. Our team can help you understand your contributions, investment and insurance options.

Come and see us to discuss your super. If you have more complex financial arrangements, we can refer you to a licensed independent financial advisor.

Estate planning

Make a plan to ensure that your possessions and financial assets go where you want them to and your wishes are carried out after your death. Having an estate plan can help the smooth transfer of your assets to your loved ones, avoiding unnecessary burden.

You can learn more about estate planning and how to develop a strategy from the ATO website.

Visit ATO

Call 1300 307 844

For help managing your super and your membership.

How much will I need?

How much you will need in retirement depends on the kind of lifestyle you want to lead. With some planning, you can find out how much you’re likely to need per year and how long your money might need to last.

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What's next?

Investment options

Review your investment options to make sure you’re getting the most out of your super.

Extra contributions

If you’re preparing for retirement, it’s not too late to make super contributions

Income in retirement

Make the most of your savings by accessing your retirement income how you want.

What our members say

“I gained a better understanding of my current superannuation position, other superannuation products available to me & general retirement options.”

Retirement

Our first priority is helping you reach your financial goals so you can enjoy retirement. We’re here to help you manage your options, ensuring that you always get the most out of your super. With low fees and great investment returns, you can be confident that your super is in the best shape.

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Come and talk to us

No cost. No obligation. Let us help you reach your financial goals.