First Super advice
First Super advice
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Advice Services

It is never too early or too late to seek financial advice.

Your retirement might seem a long way off, but it’s important to take control of your superannuation now, so that it can take care of you later.

First you need advice you can trust.

At First Super, we have a team of Financial Planners^ who can help you plan and set up the right super strategy for you. They can help you:

  • Take control of your super
  • Make the most of your government and pension entitlements
  • Identify and plan for specific goals
  • Provide strategies to boost your retirement savings
  • Help ensure you and your family are well protected.

We also have Coordinators who can visit your workplace to help you complete forms, provide general advice and hold information sessions.

You have the choice of three types of advice:

  1. General advice (no cost)

This includes general advice on your insurance and investment options, contributions, Transition to Retirement, Allocated Pensions and your member benefits with First Super. There is no cost to you for this advice.

  1. Intrafund advice (no cost)

This includes limited personal financial advice on your investment strategy, levels of contributions and the type of insurance cover that suits your goals. There is no cost to you for this advice, but if it becomes complicated, you may opt to receive full personal advice, for which there is an upfront cost.

  1. Full personal advice

This is a fee-for-service offering provided by our licensed Financial Planners^. The first appointment is free, and your First Super Financial Planner will provide you with an upfront cost for the plan. Your planner will then work with you to identify your financial goals before tailoring a full financial plan to your personal situation and needs.

You can make an appointment with one of our Financial Planners today:
For General Advice, please contact your local Coordinator or the
Member Services Team on 1300 360 988.

Contact number (must supply at least one)*:

 

We’re here to help. So let’s talk.

If you have any questions or would like to discuss your advice options, please call our Member Services Team on 1300 360 988, or email us.

 

^Financial Advice will be provided by Industry Fund Services Ltd (IFS) (ABN 54 007 016 195, AFSL 232514), or an IFS Authorised Representative.