Get retirement advice that goes the distance

Planning for retirement can be stressful, exhilarating, and hard work!  

So, what happens once you’ve officially hung up the boots? Is there much First Super can do for you, apart from protecting your investment? 

We believe the answer’s a resounding yes. In fact, our Financial Advice Team* can support you with big or small changes at any point along your retirement journey. 

Have your circumstances changed? 

It’s useful to review your retirement finances every now and again, especially if your situation changes. A big change, like downsizing, could impact your Age Pension or give you the opportunity to contribute more to super. Smaller changes, like new government rules, would make a quick once-over of your account worthwhile. 

Have your income needs changed? 

It’s normal for your income needs to change throughout retirement. Sometimes, we simply spend more or less than we expected, and may need to adjust our super withdrawals. We also tend to have a mix of active and quieter years as we get older, which can affect our spending habits. 

Advice that’s in your best interests 

First Super Financial Planners work on a “best interests” basis. In other words, if it’s not the right thing for you, they won’t recommend it! 

Super-related advice is covered by your membership. More wide-ranging or complex advice is fee-for-service. This will all be explained upfront if you choose to access advice, and you won’t be obliged to proceed at any point. 

For more information about financial advice with First Super, or to book an appointment, visit our Financial Advice webpage or call 1300 360 988. 

*First Super Financial Planners are authorised representatives of Industry Fund Services Limited (ABN 54 007 016 195, AFSL 232514)