• Next Steps

    Autumn 2018

    Next Steps

    Autumn 2018
    NextstepsNextsteps

Talk to us about more than super
Talk to us about more than super

We’ve a long history in providing members with personalised super advice, but we also know to set yourself up financially means you may have to think about more than super. We’ve expanded our advice service to provide financial guidance on a range of non-super issues and investments.

Why choose VicSuper?

  • No commissions – our planners receive a salary and aren’t paid commissions for giving advice on products and services.
  • No jargon – we provide simple and easy to understand financial advice.
  • Technical and competent professional advice – the planners providing this service have extensive experience in the industry and are CERTIFIED FINANCIAL PLANNER® professionals. They’re committed to finding the right solution for you and will help guide you into making the best possible decisions and to help make a positive change to your future lifestyle.
  • Competitive price – we know our members expect value for money – that’s why our advice fee is competitively priced.
  • No hidden costs – we’re upfront about what we charge.
We’ve a long history in providing members with personalised super advice, but we also know to set yourself up financially means you may have to think about more than super. We’ve expanded our advice service to provide financial guidance on a range of non-super issues and investments.

Why choose VicSuper?

  • No commissions – our planners receive a salary and aren’t paid commissions for giving advice on products and services.
  • No jargon – we provide simple and easy to understand financial advice.
  • Technical and competent professional advice – the planners providing this service have extensive experience in the industry and are CERTIFIED FINANCIAL PLANNER® professionals. They’re committed to finding the right solution for you and will help guide you into making the best possible decisions and to help make a positive change to your future lifestyle.
  • Competitive price – we know our members expect value for money – that’s why our advice fee is competitively priced.
  • No hidden costs – we’re upfront about what we charge.

How it works
How it works

We’re here to help for super and non-super issues and investments.
Our financial planners can now help you out with guidance on a number of financial topics, especially if you wish to:

  • build your wealth or plan for retirement
  • protect your family and/or your assets if you can’t work, are disabled or pass away
  • change careers or jobs
  • start a family or buy a home
  • consider your options if you’ve received an inheritance better manage your budget, tax planning and cash flow
  • Ensure your redundancy package is invested wisely
How does the service work?
We’ll have a no obligation conversation with you to take you through the different financial planning solutions we offer. In this chat, we’ll let you know the fee for the type of financial planning we think you’ll require.

Standard Advice
Advice on more involved financial topics such as:

  • Non-super and tax effective investment strategies with product recommendations
  • Strategic non-product based financial advice such as cash flow, relocation, redundancy
Complex advice
Advice looking at your entire financial position via a tailored set of recommendations such as:

  • Saving for retirement including SMSF’s
  • Growing and protecting your wealth
  • Insurance product recommendations
  • Tax structures and asset ownership
  • Meeting your retirement objectives
Following this chat, we’ll get to work on creating your financial plan. We’ll present this to you and give you some time to take a look and ask any questions you may have. This will be followed by another meeting to help you implement your plan.

How to book an appointment
Call our Member Centre on 1300 366 216 or book an appointment.

CERTIFIED FINANCIAL PLANNER® is a certification mark owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Association of Australia Limited is the marks licensing authority for the CFP Marks in Australia, through agreement with FPSB.
We’re here to help for super and non-super issues and investments.
Our financial planners can now help you out with guidance on a number of financial topics, especially if you wish to:

  • build your wealth or plan for retirement
  • protect your family and/or your assets if you can’t work, are disabled or pass away
  • change careers or jobs
  • start a family or buy a home
  • consider your options if you’ve received an inheritance better manage your budget, tax planning and cash flow
  • Ensure your redundancy package is invested wisely
How does the service work?
We’ll have a no obligation conversation with you to take you through the different financial planning solutions we offer. In this chat, we’ll let you know the fee for the type of financial planning we think you’ll require.

Standard Advice
Advice on more involved financial topics such as:

  • Non-super and tax effective investment strategies with product recommendations
  • Strategic non-product based financial advice such as cash flow, relocation, redundancy
Complex advice
Advice looking at your entire financial position via a tailored set of recommendations such as:

  • Saving for retirement including SMSF’s
  • Growing and protecting your wealth
  • Insurance product recommendations
  • Tax structures and asset ownership
  • Meeting your retirement objectives
Following this chat, we’ll get to work on creating your financial plan. We’ll present this to you and give you some time to take a look and ask any questions you may have. This will be followed by another meeting to help you implement your plan.

How to book an appointment
Call our Member Centre on 1300 366 216 or book an appointment.

CERTIFIED FINANCIAL PLANNER® is a certification mark owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Association of Australia Limited is the marks licensing authority for the CFP Marks in Australia, through agreement with FPSB.