Make 2017 count by following through on the promises you’ve made to yourself and others.
Make 2017 the year you review your finances
Whether you’ve been meaning to review your super contributions, update your investment choice or think about your retirement plan, we can help.
As a UniSuper member you have exclusive access to personal financial advice from a team with unique, in-depth knowledge of our products as well as the higher education and research sector. Our expertise and advice extends well beyond superannuation, we can also help you with:
- Wealth accumulation
- Debt management
- Income planning
- Retirement planning, including transition to retirement
- Estate planning considerations.
Whether you’re after advice on just a couple of topics or would like a comprehensive financial plan, we’ve got a service to suit you.
If your account has sufficient funds, and the advice is related to your super and/or super-related retirement planning, you may be able to pay for the advice directly from your UniSuper account. If you’re a Defined Benefit Division (DBD) member, we can’t deduct advice fees from your defined benefit component.
Request an appointment today
There’s no additional fee for the initial appointment. During this meeting you can have a chat about your goals and what you’d like to achieve. If our advisers can help meet your needs, they will provide you with a fee quote to help you decide if you would like to proceed with obtaining personal financial advice.
Request an appointment using the online booking form below, or call UniSuper Advice on 1300 331 685.