Frequently asked questions
Do I need to see a financial planner if I only have my super account and no other assets?

A financial planner will help you make the most of the assets you have. They will also explain how you can maximise your super account and eventually fund your retirement. Importantly, they will work through strategies to help you understand how to maximise your super to help fund the retirement lifestyle you want.

What is the cost of seeing a financial planner?

If the advice specifically relates to your EISS account, this advice is generally provided to you at no additional cost. Our financial planners can also provide advice on other matters, such as your spouse's super, insurance, aged care, Centrelink and estate planning, in these cases, advice will generally be on a fee for service basis which will be agreed with you.

How much money do I need in retirement?

This is a common question and your financial planner can help you understand how much you will need to fund your eventual retirement, how long your money will last and how to take advantage of any tax or government benefits.

I'm already retired, how can advice help me?

Seeking advice in retirement, if you haven't done so before, could be helpful to make sure that you are taking advantage of any concessions available to you, that your finances are structured appropriately and importantly, new opportunities arise frequently, our financial planners will be aware of these and will be able to assess your eligibility.

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