•  
    Next Steps Plus

    Autumn 2018

    Next Steps Plus

    Autumn 2018
    NextStepsNextsteps

We believe all members are entitled to great personal advice
We believe all members are entitled to great personal advice

We want to provide our members with great value and that's why our advice services are usually no extra charge to members and only $200 if you're not a member. We think you'd be hard pressed to find such great value superannuation advice elsewhere.

And we don’t pay commissions to our planners either because as a profit to member fund our focus is on you, our members.

It can be a great relief to talk to someone
We offer a range of advice services with qualified financial planners – from advice delivered over-the-phone or face-to-face and our comprehensive advice service (fees apply) where members can discuss financial matters beyond super. Our advice is commission-free and is available for both members and non-members.
We want to provide our members with great value and that's why our advice services are usually no extra charge to members and only $200 if you're not a member. We think you'd be hard pressed to find such great value superannuation advice elsewhere.

And we don’t pay commissions to our planners either because as a profit to member fund our focus is on you, our members.

It can be a great relief to talk to someone
We offer a range of advice services with qualified financial planners – from advice delivered over-the-phone or face-to-face and our comprehensive advice service (fees apply) where members can discuss financial matters beyond super. Our advice is commission-free and is available for both members and non-members.
"Excellent service every time. Very easy to contact and make appointments. Advice given in simple language and tailored to our needs, showing good understanding of our concerns and needs. We feel our superannuation funds are being carefully looked after and we are satisfied with the returns."

Member for 5 years.
"Excellent service every time. Very easy to contact and make appointments. Advice given in simple language and tailored to our needs, showing good understanding of our concerns and needs. We feel our superannuation funds are being carefully looked after and we are satisfied with the returns."

Member for 5 years.

What's the difference between our advice services?

Topics 

Face-to-face and

phone advice

Comprehensive

Financial advice

Contribution strategies to reduce

tax and build wealth

Y

Comparisons of super plans and joining VicSuper

Retirement

adequacy

Transition to retirement strategies to

save tax and boost super

Y Y

Transition to retirement strategies

for additional income

Y

Centrelink within super

and Age Pension entitlements

Y

Beneficiary and

estate planning

Y

Investment options and

risk profile

Y

Insurance assessment and

VicSuper insurance options

Y Y

Lump sum investments and

savings outside super

N Y

Tax effective

education bonds

N Y

Existing SMSF strategy and

wind up advice

Y

Insurance on policies including

trauma and critical illness cover

Y 

Funeral bonds and

aged care advice

N Y

You can find out the best advice service for your needs or book an appointment by calling our Advice Team on 03 9667 9200