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.
For general questions and advice about super and pensions.
No extra cost, included as part of your membership
For contribution and investment strategies, review insurance attached to your UniSuper account and setting up a pension.
Up to $205 per hour
For retirement planning, non-super investment, debt management, personal insurance, government benefits and aged care.
$300 per hour
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. Based on your circumstances, we’ll develop a strategic plan for your super.
We can help you with your super or pension investment strategy, find the most effective contributions strategy for you, look at your insurance needs, and even set up a savings plan (limitations apply). And if you’re ready to retire, we can help set up your pension and get your retirement off to an easy start.
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.
- Up to $205 an hour
- $530 - $990 is the typical total fee
- You may be able to pay for it from your super
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 more than 20 public sector and industry super funds.
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See some of the other funds we advise on
- AustralianSuper
- CareSuper
- Catholic Super
- CSS
- Energy Super
- ESSSuper
- First State Super
- GESB Super
- HESTA
- Hostplus
- Local Government Super
- Military Super
- NGS Super
- PSS
- QSuper
- REST Super
- SASS
- Super SA
- TelstraSuper
- VicSuper
- West State Super
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 can 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.
- Up to $300 an hour
- $2,500 - $6,000 is the typical total fee
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 |
How personalised advice works
We’ll work with you to:
- define your goals
- review your current finances
- make sure you understand all the costs involved.
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.
- 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.
Your adviser can review your plan each year or when things change for you.