The right financial advice can go a long way to helping you achieve your financial goals.
Wherever you're at in life, having a financial plan can help you make the most of what you have now and in the future. You don’t have to be wealthy or close to retirement to benefit, and getting started is easier than you think.
What we do
Your financial adviser will get to know what’s important to you and understand your financial situation. If you decide to proceed with personal financial advice they’ll then work with you to create a plan that helps you to achieve your goals and protect the people and things you value most.
An adviser can help as little or as much as you want. They can cover:
- Setting up a short- and long-term savings plan
- Making a plan to support your family financially
- Protecting your income and assets
|
- Making the most of your super
(including investments and rollovers)
- Growing your wealth with investments
- Planning your retirement
|
If you need specialist services that your adviser can’t provide, they’ll refer you to other specialists, such as estate planning lawyers, aged care placement services and registered tax agents.
Hear how UniSuper Advice gave Dimity and Geoff Lawrence confidence in their future.
When to see us
There’s no wrong time to seek advice, but major life changes and challenges are a good opportunity to set a path to financial success.
- Starting a new job
- Buying or selling a house (including downsizing)
- Divorce or separation
- Starting a family
|
- Redundancy
- Receiving an inheritance
- Changing jobs or the hours you work
- Getting ready to retire
|
Make an appointment
Why UniSuper Advice?
UniSuper Advice is a team of experienced, qualified financial advisers with expertise in a wide range of financial matters.
We don’t pay advisers commissions
Our advisers and on-campus consultants are salaried employees and we don’t pay or receive referral fees,
so you can be sure your adviser will always put your interests first.
Fee-for-service
All financial advice services are quoted up-front so you’ll know exactly what you’ll pay before you decide whether or not to go ahead.
Information and general advice provided by our on-campus consultants is provided at no extra cost.
Committed to industry excellence
UniSuper Advice is a Professional Partner of the Financial Planning Association of Australia (FPA) and every UniSuper Adviser is a member of the FPA. The FPA Professional Practice program is the highest accreditation for an advisory business. As an FPA affiliate, we’re committed to a code of ethics and professional conduct.
Find out about the types of advice we offer
Related links