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Financial Planning

  • Is your money invested in the best option for you? Sunsuper has 29 investment options to choose from.
  • How much money will you need in retirement, and are you on track?
  • Is your super all over the place, and are you losing track of it?
  • And how about your insurance, or the Government’s co-contribution ...are you missing out on anything?

We can help you get the answers you need

Sunsuper can help you get the advice you need, whether you have a simple question about super, or would like to consider your total financial situation.


Sunsuper has a team of qualified Member Advice Specialists* who can give you advice about your Sunsuper account at no cost, quickly over the phone, to help you get your super right.


If it’s something more complex, you can meet with one of our financial planners who can give you advice on all aspects of your finances – not just super.


We can help

Information gathering
  • Establish your current financial position.
  • Identify your goals and objectives.
  • Discuss your concerns.
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Develop and recommend a strategy
  • Research and analysis.
  • Report alternatives and recommendations for you to consider.
  • Discuss and refine strategy (if applicable).
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Implementation
  • If required, we can help you put your strategy in place.
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Ongoing support if you need it
  • Regular contact with your adviser.
  • Review the impact of economic and legislative changes.
  • Adjust your strategy to ensure it continues to meet your needs.


Our financial advice is different

Super helpful
Our advisers are paid by salary, not by commissions based on the products they recommend. That means they can concentrate on providing advice and implementing solutions to help you achieve your goals, not theirs.

Super affordable
Because we think everyone should have access to financial advice, at Sunsuper we keep our costs low. Depending on the type of advice, you may pay a single low fee for our services, and there are no hidden charges. And if you're a Sunsuper member, you may be able to pay for this straight from your Sunsuper account.

Sunsuper and more
Our adviders don't only recommend Sunsuper products. They can provide you with advice on a range of financial products and services.

Sunsuper for everyone
We cater for all stages of life, from simple super strategies to more complex retirement needs. And our services are available to anyone who needs financial advice, not just Sunsuper members.

Super qualified

All of our advisers receive regular ongoing training and have access to the latest information and research including: market trends, economic issues, taxation planning, legislation updates and investment research. 

 

Getting started

The sooner you get started, the more likely it is you'll reach your financial goals. And like everything at Sunsuper, getting started is simple. To speak to our Member Advice Specialists, or to arrange an initial consultation with a Sunsuper planner, just call us on 13 11 84.

*Sunsuper Financial Services Pty Ltd is a Principal member of the Financial Planning Association of Australia and all planners abide by the Code of Ethics and Rules of Professional Condict pertaining to this membership.

The Member Advice Centre provides general and scaled financial advice about your Sunsuper accounts through representatives of Sunsuper Pty Ltd (ABN 88 010 720 840, AFSL No. 228975) or Sunsuper Financial Services Pty Ltd (ABN 50 087 154 818, AFSL No. 227 867). More complex financial planning services are provided on a fee for service basis through Sunsuper Financial Services Pty Ltd, a wholly owned subsidiary of Sunsuper.

Click here to read the Sunsuper Financial Service Guide (FSG).