Our Member Services contact centre will be closed from 12pm Wednesday 18 December and re-open 8am Thursday 19 December. During this time, you can leave a message with your contact details and we will call you back.
December 15th, 2020
You’re never too young or too old for some quality advice about your super.
But sometimes it’s not easy to know where to start – or even what to ask. To give you a better understanding of the advice services we offer, here’s a breakdown of some of the topics we help our members tackle.
Are you…
… early in your working life?
We can help you make a strong start with your super savings. Is your account fully set up and your employer contributions coming in?
Even early on you can make decisions that have powerful outcomes – like contributing extra to super when you have spare cash and understanding how your risk profile influences your investing.
At this stage of life, it’s about demystifying super and learning the basics, so you can get your super on the right track from the very beginning.
… in your 30s and 40s?
Maybe things have changed since you first landed in the workforce. You could have a family to consider (let’s chat about whether it’s right to dial up your insurance), and you’ll want to have beneficiaries nominated for that extra peace of mind.
You might be focused on immediate concerns, like buying or moving to a new house, but it’s important to get your super working hard at this stage so you’re not playing catch-up later.
We can help you set up a super strategy that doesn’t ignore your real life, but also looks after your future one.
… in your 50s or already retired?
Retirement is suddenly just around the corner. Do you need to give your super a final boost or start putting plans in place for transitioning out of work?
We can look at your whole-of-life situation and make recommendations to give you clarity and confidence that you’re taking all the right steps as you enter a new stage of life.
And if you’re eligible for the Age Pension or other assistance, we’ll make sure you’re receiving your maximum entitlements.
It’s important to know that if you’re seeking advice you may deal with our Member Services Team, our Coordinators or our Financial Planners*.
We’ll make sure you’re speaking to the right person for your situation – it all depends on the complexity of your advice needs.
General and limited advice, which will cover many of your queries, is already covered by your membership, so there are no extra costs.
For comprehensive personal advice that goes beyond your super account, fees apply.
See details about our Financial Advice services we offer.
**First Super financial planners are authorised representatives of Industry Fund Services Limited (ABN 54 007 016 195, AFSL 232514).
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