Your financial advice options
77% of people say they feel better prepared for retirement after receiving financial advice*. Whether you have a question about your Sunsuper account or need help with more complex financial planning strategies, we can help.
Depending on your stage in life and confidence level with your super, we suggest:
1. Understand the basics
Financial tools and resources that could answer your questions.
Tools & calculators
Feeling on top of your future starts with being on top of your super. Try our range of calculators to help you make the most of your super and see what your future could look like.
Watch our webcasts
Watch our webcast recordings on demand. Our experts break down superannuation strategies and offer simple steps to help you take charge of your super and your retirement.
Listen to our podcasts
Join Sunsuper’s Chief Economist, Brian Parker, and Head of Advice and Retirement, Anne Fuchs, as they discuss money matters, your super and the things that could affect your financial dreams now, and in the future.
Or call us for general information
or at no additional cost on 13 11 84.
8:00 AM to 6:30 PM (AEST) Monday to
When overseas +617 3121 0700
2. Schedule a call with a financial adviser
Personal financial advice about your Sunsuper account could help you get your super on track so you can live your retirement dreams.
- Speak with a qualified Sunsuper financial adviser at no additional cost
- Receive personal financial advice tailored to your situation and goals
- Gain access to our exclusive financial advice program to help you get your retirement dreams on track
Reviewing your investment strategy
Growing your super balance
Accessing your super
Understanding your insurance options
Projecting if you're on track for retirement
Transitioning to retirement
Using your Sunsuper account in retirement
Managing your Sunsuper account and income through retirement
Understanding how the age pension works
If you need financial advice about more than just your super, we can refer you to an accredited financial adviser we have included on our National Advice Panel. Our panel comprises carefully selected and appointed adviser practices, located across the country, based on our trust in the expertise, experience, approach and ability to provide our members with valuable comprehensive financial advice.
We can also work with your own financial adviser to make the most of your super achieve your dreams in retirement.
3. What to expect from an advice appointment
The next step in feeling on top of your super.
Follow these steps to prepare so you can make the most of your appointment.
* The research findings were first reported in the Sunsuper 2017 Value of advice report. The findings are from an online survey developed and hosted by CoreData Pty Ltd (ABN 46 111 644 243) on behalf of Sunsuper in November and December 2016.
Sunsuper employees provide advice as representatives of Sunsuper Financial Services Pty Ltd (ABN 50 087 154 818 AFSL No. 227867) (SFS), wholly owned by the Sunsuper Superannuation Fund. Sunsuper has established a panel of accredited external financial advisers who are not employees of Sunsuper. Sunsuper is not responsible for the advice provided by these planners and does not receive or pay any referral fees. These advisers will explain to you how their advice fees are determined.