Consulting an expert about your retirement

Just looking for some general information?

If you have general questions about your superannuation or investment strategies, we’re happy to provide general advice. General advice doesn’t take into account your personal circumstances.

However, if you’d like to go beyond general advice and dive into the specifics of your retirement, you can seek personal advice from a financial adviser.

Seeking comprehensive advice?

You can ask for personal advice tailored to your individual circumstances. In these cases, a financial adviser will meet with you to gain an understanding of your retirement goals and then develop a plan that will help you reach those goals.

In a typical case, your first meeting will cover your lifestyle and needs. After establishing this base understanding, the financial adviser will provide a quote for their services and help you understand the value they can provide.

Here are a few of the topics typically covered with financial advisers:

• your retirement goals
• your super benefits
• tax effective strategies
• investment strategies
• social security
• post-retirement income streams.