Financial advice for everyone, at any time in life 

Our services cover everything from taking you and your partner through the basics of super to creating a full financial plan.

General

For general questions and advice about super and pensions.

There's no extra cost for general advice. It's included as part of your membership.

Select

For contribution and investment strategies or to review insurance attached to your UniSuper account.

Select Advice will not incur a direct fee.

Comprehensive

For retirement planning, non-super investment, debt management, personal insurance, government benefits and aged care.

Comprehensive Advice typically costs between $3,200 and $7,060.

If you're unsure of which service is best for you, call us on 1800 823 842 and we'll get you started.

General advice and simple info on your super

Knowing how things like how investments and contributions work is the first step to making confident decisions about your super.

Chat to one of our super consultants to:

  • learn more about super
  • understand our super and retirement products.

It’ll cost you nothing extra to see us—this service is included as part of your membership. Chat with us on campus, at a UniSuper member centre or over the phone.




Select advice

Get personalised super advice. We’ll develop a strategic plan for your super based on your circumstances.

We can help you with your super or pension investment strategy, find the most effective contributions strategy for you and look at your insurance needs.

Fees

Select Advice will not incur a direct fee.

 

Comprehensive advice

No-stress retirement planning

We’ll guide you and your partner through the complexities that can come with retirement planning, give you ways to maximise your savings in the lead up to retiring and outline any government benefits available to you.

And when it comes to super, we’re not just experts on UniSuper. We can advise on 11 public sector and industry super funds.



Set yourself up for life

We can help with your everyday finances or get you on the path to realising big dreams like starting a business, changing careers or taking that break you’ve promised yourself.

Once your financial plan is in place, we can provide ongoing support and if things change, we can help you adjust your plan.

Fees

The cost of your advice depends on what we’re helping you with. Your first meeting is obligation-free, and we’ll give you a quote before we start work for you.

The typical fee is between $3,200 and $7,060 or $320 an hour. You may be able to pay for some or all of it from your super.

  • Our review service

    • Available to Comprehensive advice clients
    • Starts at $1,550 for singles and $1,930 for couples
    • $260 per hour for new advice or additional work associated with your review

Find the right advice for you

I'm looking for... Type of advice

information about how my super works and what options I have.

General advice

help with picking super or pension investments.

Select advice

help for me and my partner to retire well and maximise our entitlements.

Comprehensive advice

aged care for me or a loved one.

Comprehensive advice

cash flow planning.

Comprehensive advice

paying off debts.

Comprehensive advice

ways to grow wealth through investing and a savings plan (super and non-super).

Comprehensive advice

personal insurance to my protect wealth. Comprehensive advice

First meeting

We’ll work with you to:

  • define your goals
  • review your current finances
  • make sure you understand all the costs involved.

We’ll present your plan

 We'll meet with you to:

  • go through our recommendations
  • explain how to put your plan into action
  • explain any risks involved
  • answer your questions.

Implement your plan

  • For comprehensive advice, we’ll do this for you where possible.
  • For select advice, we can support you to do this at an additional cost.

Review your progress

Your adviser can review your plan each year or when things change for you.

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