Levels of advice

We understand that every UniSuper member is unique. So we are committed to providing tailored, personal wealth solutions.

Three levels of advice are available to suit your situation, your financial goals and needs.

• General advice: this service is provided to UniSuper members as just one of the exclusive benefits of being a member. It includes general advice about super and retirement income-stream options, UniSuper related information, and other super related information. This information is not tailored to your financial situation.
• Simple advice: this fee-for-service advice is conveniently offered over the phone with one of our dedicated advisers at a time suitable to you. It covers limited personal financial issues such as super splitting, super spouse contributions, insurance, super investment options, and many more.
• Comprehensive advice: this service is full, face-to-face financial advice. It covers personal issues relating to insurance cover, super and non-super investments, wealth creation, debt consolidation and retirement planning.

Whether you need General advice, Simple advice, or Comprehensive advice, our team is just one click away from helping you plan for a secure future.