Advice you can trust
We aim to always put our members first. We understand that managing your super can often seem complex.
SO, WE’D LIKE TO HELP.
Our expert Financial Planners can help you plan out your super’s future and develop a super strategy that works best for you.
Your First Super Financial Planning team can provide three types of advice:
1. General Advice
General advice explains insurance, investment options, contributions, Transition to Retirement Allocated Pensions, Retirement Pensions and member benefits with First Super. There is no cost to you for this advice.
2. Intrafund Advice
Intrafund advice includes general advice and limited personal financial advice^ regarding your First Super account on investment strategy, levels of contributions and the type of insurance cover that may suit you best.
The cost for this advice is paid by First Super. If this advice becomes complex, you may opt to receive paid advice.
3. Full Personal Advice
Full Personal Advice is fee-for-service advice provided through our licenced Financial Planners^. Our planners can help you and your family plan for now and your retirement. The full financial plan will be based on your personal situation and needs. Your First Super Financial Planner will provide an upfront cost for the plan so there are no surprises along the way. Better yet, the first appointment with your financial planner is free!
Book an appointment today so that tomorrow can look after itself.
^Financial Advice will be provided by Industry Fund Services Ltd (IFS)(ABN 54 007 016 195, AFSL 232514), or an IFS Authorised Representative.