Financial advice isn’t expensive No hidden fees. Much of the advice we give to First Super members is at no extra cost. Start with a Super or Retirement Health check with one of our financial planners. Any advice about your super, TTR, Retirement Income account or insurance is included in your First Super membership.
Where fees apply We’re upfront about our fees and when they apply. If you want to take things further, we offer a comprehensive personalised financial plan for a flat fee of $2,900. This includes reviewing and recommending other superannuation funds and life insurance / income protection outside of your First Super account for you and your spouse or partner. If you’re nearing retirement, we can help you navigate Age pension eligibility and maximise Age pension benefits (moving funds between accounts). We aim to keep our fees competitive and affordable for everyone so that all members can maximise their retirement and benefit from our advice services. Other services Implementation of comprehensive advice: $1,000 Providing Age Pension entitlement calculations: $240
No commissions Our planners receive a salary, no commissions or any other type of incentives, so you can rest assured that the advice they give you is in your best interest, not theirs. We pride ourselves on honesty and transparency, it’s at the heart of everything we do, together with our member-first approach.
Our financial planners are trustworthy specialists Our team of respected financial planners are fully accredited and undergo regular training to keep their qualifications and registrations up to date. They pride themselves on giving expert advice that’s in your best interest. Our planners will even recommend other super products and services if they believe they are better suited to you, we simply want you to have the best retirement outcome possible.
Our financial planners put you first Our financial planning team have been working with First Super members across the country for over ten years. We understand the unique needs of First Super members. We take the time to get to know you and what you are wanting to achieve, before tailoring advice that’s right for you. We love meeting our members, whether it be in person, over the phone or online.
