Simple, convenient and your first appointment is provided at no additional cost

If you’re looking for individual financial advice tailored to your needs and goals, our Financial Planners are the super specialists. They can even help you with financial advice on insurance and wealth management.

The first appointment is provided at no additional cost

Your initial meeting with one of our Financial Planners starts the ball rolling. This session is all about you! We suggest you allow 1-1.5 hours for this meeting and bring along details of your current situation (including a payslip, outstanding loan amounts and other assets you may own).

This helps us use the time well and allows the Planner to better understand what is important for you – both now and in the future.

While you won’t receive any personal advice in this meeting, it comes at no extra cost to you. You also won’t get the big sales push, with no obligation to continue through to receiving personal advice if you want to go away and think about it before putting things in motion.

If, however, you are keen to continue with the advice process, your Planner will explain what they will consider and include in your advice. You will also both agree on the fee for these services, which can range from $350 - $3,000, and in most cases some or all of that fee may be paid for from your super balance. Finally, you’ll arrange another time to go through the advice together.  

Then what?

Once you’ve agreed on the way forward, your Planner will spend time considering your current situation to weigh up what they need to do in order to put you in a better position. Planners across Australia, including our own, are legally obliged to act in your best interest – which means they need to demonstrate why they are providing you with the advice they are, and how this is improving your financial situation.

This process can take several weeks (3-6 weeks on average) unless there is an urgent need for the timeframe to be condensed.

What do I get?

Personalised Financial Advice must be provided to you in writing. Planners will set out their recommendations in a simple, logical Statement of Advice. This will outline the key steps required to move forward and, where relevant, will provide you with insights into how much your assets are likely to build up to and/or how long your funds will last in retirement.

Our Planners will spend time with you to ensure you understand their recommendations and can help you put those plans in place.

What about ongoing support?

One of the key benefits of receiving advice is establishing a benchmark from which to measure yourself each year. This is important irrespective of whether you are still working and building your wealth, or whether you are retired. The ability to understand how you are actually tracking versus where we had expected you to be will help identify whether or not changes need to be made early, so that you stay on track to meet your future goals.

Our Financial Planners offer a formalised Ongoing Review Service that will not only help you stay on track, but also help you to navigate the endless changes in legislation and markets. Having someone on your side who knows you and your situation will assist you in making smart decisions over time.

Ready to get started?

There’s no time like the present to take control of your finances. So make an appointment with one of our Financial Planners today by calling 1300 65 18 65 or book online.

Financial advice close to you

We also have a network of experienced, Statewide Super Accredited Financial Advisers located throughout metropolitan Adelaide and in some regional cities, so expert advice is probably closer than you think.

(NB: The service provided by Accredited Planners (and their associated fees) are at the discretion of each Financial Planning practice and must be negotiated independently of Statewide Super).