Financial education

We provide free consultations to explain your options and to help you manage your super. We can’t give you advice, but we can provide you with all the facts so you can make the most informed decision for yourself. Come and see us to discuss your super.

Our Helpline phone team can help you understand your contributions, investment and insurance options and they can provide you with free advice around these topics.

If you have more complex financial arrangements, we strongly recommend that you speak to a financial adviser.

Choosing a financial adviser

Do you need an adviser?

Knowing if a financial planner is the best choice for you doesn’t have to be difficult. Think about your situation, needs and objectives. Read more.

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How to choose an adviser

There are a few ways to find a financial adviser who suits you:

Find more information about finding an adviser, what costs to expect and what advice is by clicking “Read more”.

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What to expect when you meet with a financial adviser

When you have found a financial adviser you’d like to work with, there is a common format that meetings may take.

Read more about meetings

Estate planning

Make a plan to ensure that your possessions and financial assets go where you want them to and your wishes are carried out after your death. Having an estate plan can help the smooth transfer of your assets to your loved ones, avoiding unnecessary burden.

You can learn more about estate planning and how to develop a strategy from the Legal Services Commission of SA website.

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Call 1300 307 844

For help managing your super and your membership.

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How much will I need?

How much you will need in retirement depends on the kind of lifestyle you want to lead. With some planning, you can find out how much you’re likely to need per year and how long your money might need to last.

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What's next?

Investment options

Review your investment options to make sure you’re getting the most out of your super.

Extra contributions

If you’re preparing for retirement, it’s not too late to make super contributions

Income in retirement

Make the most of your savings by accessing your retirement income how you want.

What our members say

“I gained a better understanding of my current superannuation position, other superannuation products available to me & general retirement options.”

Retirement

Our first priority is helping you reach your financial goals so you can enjoy retirement. We’re here to help you manage your options, ensuring that you always get the most out of your super. With low fees and great investment returns, you can be confident that your super is in the best shape.

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Come and talk to us

Get your super sorted with a face to face consultation.

No cost. Start growing your super today.

Meet with us