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?
Find the right financial adviser to talk to
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.
Our financial advisers' manifesto
Financial advice can change
the way you feel
Do you feel in control of your financial future?
The vast majority of people who receive advice say they feel more in control.
Do you feel confident making financial decisions?
Feeling confident is a big part of feeling relaxed and enjoying life.
Do you know how much you need for retirement?
This is an area where an "educated guess" is not very smart. Seeking advice can give you confidence.
Do you feel relaxed about your financial future?
Most people working with a financial adviser say they have peace of mind to get on and enjoy life.
Who wouldn’t like to get their finances under control?
Financial advice can help.
*SOURCE: Core Data research on behalf of Sunsuper, January 2017
Preparing for your first meeting with a financial adviser
What you need to know
You will not need
A pep talk
Copies of your tax returns
A sense of shame or dread
If you can, take along
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?
Your financial adviser may ask
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?
Your financial adviser will certainly ask
How are you?
Would you like tea or coffee?
Can you tell me a little about yourself?