Value of Advice Report
At Sunsuper, we are committed to working with the broader financial advice community to validate and promote the value of advice and products that can help clients achieve their future goals and their retirement dreams.
It is for this reason that we recently commissioned modelling research to help us quantify the value that financial advice can provide in preparing people for their best possible retirement.
By modelling the outcomes of financial advice on the lives of three everyday Australian households at various stages of retirement preparedness with and without financial advice, the research clearly demonstrate the financial and lifestyle benefits that financial advice can provide.
This report will be useful for any financial advice professional or influencer.
Fill in your details below to receive the report plus individual case study cards.
Sunsuper: Helping you change people’s lives
At Sunsuper, we know that great financial advice can change people’s lives for the better, and we’re here to help you do that.
Most super funds see themselves in the retirement business. At Sunsuper, we see things differently. To us, super is all about helping our customers make their dreams come true, by showing them how to achieve the kind of retirement they’ve always wanted.
As at February 2021 we had more than 1.4 million members and $79 billion in funds under management.
Talk to us today about partnering with a super fund that has:
• competitive fees
• industry leading super and retirement products
• wide range of investment options
• solid investment performance
• Lonsec recommended products
We are also committed to offering dedicated adviser services, including:
• ability to request initial and ongoing adviser fee payment
• secure online portal Adviser Online including the ability to transact online on behalf of clients
• dedicated business development team
Call us on 13 11 84 or email our Retail Advice Distribution team firstname.lastname@example.org to find out more about partnering with Sunsuper.
Sunsuper Pty Ltd ABN 88 010 720 840 AFSL No. 228975
Sunsuper Superannuation Fund ABN 98 503 137 921
Unique Superannuation Identifier USI 98 503 137 921 001
MySuper Authorised 98 503 137 921 996
This site has been prepared and issued by Sunsuper Pty Ltd, the trustee and issuer of the Sunsuper Superannuation Fund. This site contains general information only. Any advice does not take into account your personal objectives, financial situation or needs. You should consider the appropriateness of any advice having regard to your personal objectives, financial situation and needs before acting on that advice. A copy of the Product Disclosure Statement (PDS) can be obtained by visiting sunsuper.com.au/pds or calling 13 11 84. You should consider the PDS in deciding whether to acquire, or to continue to hold, the product.