<Super> All about Financial Advice at Sunsuper
[Video opens on Anne Fuchs, Head of Advice at Sunsuper]
Anne: A lot of people think financial advice is all about facts, figures and boring spreadsheets. Not at Sunsuper. We understand that at the heart of every piece of financial advice is a person like you.
[Video shows different shots of real Sunsuper members going about their lives]
Anne: Someone with their own unique needs, beliefs and dreams. Our business is about putting those dreams first.
[Video shows real Sunsuper member with his two loves, his wife and motorbike]
Anne: That’s why we have a whole team on hand to give you advice so you make the most of your money and build your financial future. Starting right here with our contact centre experts.
[Video pans across the real Sunsuper contact centre]
Anne: If you’ve got a query about your Sunsuper account or just general questions about your superannuation, investment options or retirement strategies. Why don’t you give them a call? They can help you over the phone at no additional cost.
<Super> 13 11 84
Anne: When you need more specific advice about your financial situation - we will put you in touch with an experienced Sunsuper financial adviser.
[Video shows a group of real Sunsuper advisers working]
Anne: They can give you personal advice over the phone about growing your super and planning your retirement. There is no additional cost for this either. Just another one of the perks associated with a profit-for-members superfund that operates to benefit
our one million plus members.
[Video screen fills with little yellow icon people to represent the one million plus members]
Anne: And when it’s time to discuss more complex matters that involve more than just your super or if you’d like to meet someone face to face - we can help there too.
<Super> Complex matters [tick] Face to face [tick]
Anne: Depending on your advice needs, we can match you with a Sunsuper advisor to see in person or we can recommend an advisor from our specially selected panel of accredited financial advisors all around the country.
<Super> Personal adviser [tick]
Anne: They are highly qualified and experienced and they all share our focus of creating a personal financial plan for you that’s based on your dreams and your needs.
<Super> Qualified and experienced [tick] Personal plan [tick]
Anne: We don’t pay referral fees or commissions to any of our Sunsuper or partner advisors. And when you meet with an advisor they’ll explain the service fees based on the work required to create your personal financial plan.
<Super> No referral fees. No commissions.
Anne: You can be sure the fees you’re charged will fairly represent the value of advice we provide. And better still, when these fees relate to your Sunsuper account - they can usually be charged directly to your account so you’re not left
out of pocket.
<Super> Sunsuper logo
Anne: When you’re a Sunsuper member, all the financial advice you need is right here for you. And don’t forget, for those day to day money matters - just jump online. The Sunsuper website has plenty of information and tips plus a whole range
of tools and resources to help get you super savvy.
[Video shows a laptop with the Sunsuper website and a quick run through of available tools]
Anne: So visit us online or give us a call on 13 11 84.
<Super> Sunsuper logo. Sunsuper.com.au. 13 11 84
<Disclaimer> Prepared and issued by Sunsuper Pty Ltd (ABN 88 010 720 840) (AFSL 228975) (“Sunsuper”) the trustee and issuer of the Sunsuper Superannuation Fund (ABN 98 503 137 921). Our qualified financial planners provide simple advice about super at no additional cost. More detailed advice, including that provided as part of the SunTracker program, may incur a fee. 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 planners for our members. Sunsuper does not receive or pay any referral fees to these planners. Each of these planners will explain to you how their advice fees are determined. The accredited external financial planners are not employed by Sunsuper, and Sunsuper is not responsible for the advice provided by these planners.