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Ready to feel confident about your financial future?

Feeling relaxed about your finances is a key to happiness. And most people who receive financial advice agree it gives them more confidence, control and peace of mind when it comes to their finances and finance future. So why put it off?

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At Sunsuper, we have a team of advisers ready to take your call and help sort your super. For more complex advice needs, we can refer you to an accredited external adviser we have personally met and got to know. Before we refer you to an adviser, we ask ourselves, "Is this a person we’d trust with a loved one’s financial future?" If there’s any doubt, we don’t.

Talk to us today about how you can get started.

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Financial advice can change
the way you feel

*SOURCE: Core Data research on behalf of Sunsuper, January 2017


Preparing for your first meeting with a financial adviser

What you need to know

A pep talk

Copies of your tax returns

Bank statements

A sense of shame or dread

Details of existing super accounts

An idea of your current financial commitments

Some thoughts on how you’d like to enjoy your retirement

A sense of optimism

Your financial adviser will never ask

How did you get into this mess?

You call THAT a savings account?

What have you been doing with your life?

How much did you spend on those shoes?

What do you like to do in your spare time?

What kind of work do you do?

Do you have a partner? Kids? Pets? Charities you support?

Have you got any thoughts on how you’d like to spend your retirement?

How are you?

Would you like tea or coffee?

Water, perhaps?

Can you tell me a little about yourself?

10 things scarier than seeing a financial adviser


Get started with a financial adviser

Call us on 13 11 84 or find out more about the many ways you can get advice from a financial adviser through Sunsuper.


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