Secure tomorrow with expert advice today

Our financial advisers can help you navigate every life stage and significant event, from buying your first home or having children to changing jobs or enjoying retirement.1

With advice tailored to your individual needs, including growing your wealth, debt management, retirement and aged care, our Comprehensive advisers can set you on the path to the life you want. Simply book an obligation-free meeting to discuss your situation and see if the service is right for you.

Map your future in 3 steps

Book a meeting

During this obligation-free meeting in person or via video, your adviser will define your goals and review your finances.

Action your plan

Your adviser will present their recommendations, explain any risks and, where possible, action your plan for you.

Review your progress

From time to time, or when things change, your adviser can review your plan to make sure you’re still getting the best outcomes.

Is Comprehensive Advice right for you?

A Comprehensive financial adviser can help you create a detailed plan for your future, from everyday finances to big goals and dreams.
See the full list of what they can help you with below.

       
Topic General Advice Select Advice Comprehensive Advice
How your super works
How much to contribute
Choosing super investments
Income, disability and death cover
Retirement planning
Managing redundancy
Aged care for self or loved one
Advice on other super funds
Cash flow planning
Debt repayment
Growing personal wealth
Advice on non-super investment
Wealth protection insurance
Transparent fees, no surprises

Your adviser will provide a fixed quote after discussing your needs during an initial meeting. If you choose not to go ahead, you can opt out at no cost.

Our Comprehensive Advice is charged at an hourly rate. The final cost is typically between $3,100 and $6,510 but may be higher depending on the complexity of your situation.

For more information, download our Financial services guide.

Award-winning advice

#Our advice team have won the Chant West Best Fund: Advice Services award four times – in 2022, 2020, 2019 and 2017 – and were finalists in 2023. We were also finalists in the Advice Offering category in the 2023 Super Fund of the Year Awards.2

Get started on your wealth strategy today

Appointments are available over the phone, via secure video or in person at multiple locations.
To book, call us on 1800 823 842 or request a call back below.

Request a call back

e.g. 04XXXXXXXXX or 02XXXXXXX
What time or day would you like us to call you back?
We need to collect your personal information so we can respond to your enquiry. We are committed to protecting your personal information and the confidentiality of your information in accordance with our privacy law obligations. Any information you provide is collected and used in accordance with our Privacy statement and Privacy Policy. If you wish to contact UniSuper (you can remain anonymous if you prefer), please call us on 1800 331 685.
Get to know our Comprehensive advisers

Learn about the financial experts offering Comprehensive Advice, including their qualifications and experience.

After something simpler?

Our Select advisers can work with you to develop a personalised strategy around your super contributions or investment options, or the insurance attached to your super, from as little as $80.

Visit our Select Advice page to learn more.

  • Things you need to know

    1UniSuper Advice is operated by UniSuper Management Pty Ltd ABN 91 006 961 799 (USM), which is licensed to provide financial product advice. USM is also the administrator of the fund UniSuper ABN 91 385 943 850 (UniSuper). UniSuper Limited ABN 54 006 027 121 is the trustee of UniSuper. UniSuper Advice’s Financial Services Guide is on the website and it provides important information about the financial services that can be provided.

    2Zenith CW Pty Ltd ABN 20 639 121 403 AFSL 226872/AFS Rep No. 1280401 Chant West Awards issued 25 May 2022 are solely statements of opinion and not a recommendation in relation to making any investment decisions. Awards are current for 12 months and subject to change at any time. Awards for previous years are for historical purposes only. Full details on Chant West Awards at https://www.chantwest.com.au/fund-awards.

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