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Financial advice
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Who is my financial adviser?
You may already have a financial adviser who is familiar with your super plan. To find out, simply:
- Login to Account Access
- Once in Account Access, Select Go next to 'Policy snapshot' and on this page you will see your adviser's name and contact details.
What does financial advice cover?
Financial advice can cover a range of areas including:
- budgeting
- tax planning
- investments
- aged care planning
- estate planning
- superannuation
- life and risk insurance and
- government benefits that may be available.
Financial advice can help you identify and plan to achieve your financial goals so you can enjoy the lifestyle you want. An adviser will help you assess your current circumstances, identify your goals and priorities, and recommend financial strategies and products that will help you reach your goals.
Why advice is important
Quality financial advice can help you create a secure and comfortable future for you and your family. Because it is based on your goals and priorities it is tailored to suit your needs and puts you in control of your financial future.
For more information on money and getting advice contact your Financial Adviser. If you don’t have a financial planner, we can arrange for one to contact you. Simply call us on 1300 550 805 (Mon – Fri, 8:30am to 5:30pm Sydney time).
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