Support in retirement

Once you retire, our partnership together grows stronger. We’re here for your retirement journey, every step of the way.

Partners for life

We enjoy helping our members throughout their retirement. After all we’ve partnered with you to grow your super savings; it makes sense to stick together through the fun parts too.

During retirement your circumstances or financial goals may change; and we’re always here to help. Our financial planning team can help you at any point.

In most cases, if the advice you require is related purely to your First Super TTR or Retirement Income account, then there’s no additional cost to you.

Comprehensive Financial Advice services when you need it

Most of our members get all the information they need from a Retirement Health Check.

However, if you have more detailed questions about your own eligibility for the Age Pension or how to maximise your Age Pension payments, then you can benefit from our more comprehensive financial advice services.

Should you require a comprehensive financial plan, then we can talk through what’s involved before we get started.

See Advice options

We put our members first

We pride ourselves on putting members first and recognise that honesty and transparency is of the utmost importance.

Our financial planning team are highly qualified employees who earn a salary, they don’t receive any additional remuneration such as commissions, incentive payments or rewards.

So, you can rest assured the advice they give you is definitely in your best interests, not theirs.

If at any point throughout retirement you have questions arise, give us a call.

We love to chat about all things retirement related, so give us a call on 1300 360 988 to arrange a consultation whenever you need.

Advice options

Continued support through different stages of retirement

You spend years building up to your retirement, picturing days spent with friends and family, hiking in the countryside or visiting picture-perfect, golden beaches. As idyllic as it sounds in reality this won’t be your whole retirement. There are many stages and everyone’s retirement journey is different.

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We’re here when you need us

The key to retirement is flexibility, being able to adapt as your circumstances or plans change. We can help you revisit your finances and retirement income at any stage. Whenever you need to chat, please give us a call on 1300 360 988, we’re here to help.