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Getting ready for your phone advice appointment

A Sunsuper financial adviser will call you on the phone number you provided at your designated time.

What to have with you

To ensure we obtain all the information necessary to establish an understanding of your current financial circumstances, please have with you: 

  • Details of your personal assets e.g. home, car and boats
  • Statements of your financial assets e.g. superannuation, shares and property
  • Your Loan / Insurance details e.g. home mortgage, credit card and life insurance
  • Your Income details e.g. salary, pension or interest income
  • Details of your expenses e.g. living expenses and regular commitments
  • Your Tax File Number. 

Can't make your phone appointment?

If you are unable to keep your appointment, please call us on 1800 219 083 or email to reschedule.