The advice process

Our dedicated financial advisers will work with you through an initial five-stage process to help you achieve your goals.

1. Initial assessment – assess your financial situation, establish your needs, determine your future expectations with your adviser.
2. Goal setting – work with your adviser to determine your financial goals.
3. Developing a solution – your adviser develops the strategy and plans how you can achieve your financial goals.
4. Implementing your plan – work with your adviser to put your financial plan into action.
5. Regular review – meet with your adviser regularly to maintain your financial plan and adapt your strategies to your lifestyle.

Why not start today? Contact UniSuper Advice for a complimentary initial assessment.