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Comparison of advice services

Our telephone consultants can provide you with general advice on super and retirement, or if your needs are more complex, refer you to an adviser for limited or comprehensive advice.

The following table compares the three types of advice head-to-head and provides guidance on the time involved, costs and how to access these advice services.

  General advice Limited advice Comprehensive advice
Answers to general questions on super, retirement and investments (e.g. what is a transition to retirement strategy?) Yes Yes Yes
Understand how different pension products work (e.g. how do I move my money from super to a pension?) Yes Yes Yes
Help with setting up a pension Yes Yes Yes
Personalised advice No Yes 
Limited to a specific aspect of your retirement planning (e.g. contributing to or choosing investments within your super).
Yes
On all areas of your financial situation.
Documented retirement plan No Yes
Covers the specific retirement area discussed.
Yes
Covers all areas of your financial situation.
Recommendations on what superannuation and pension products are best for you No No Yes
An annual review of your plan to take into account your changing circumstances and make sure you stay on track No No Yes
Time involved


   

Generally under 30 minutes

 
    

Generally under 2 hours


   

Generally two face-to-face appointments

Costs  
Free service
    
Your first meeting is free. During that meeting your adviser will agree any fees with you in writing depending on the scope of the advice required.

   
Generally from $1,500-$10,000. Your first meeting is free. During that meeting your adviser will agree any fees with you in writing depending on the scope and complexity of the advice required.

 

Next steps

 
Call us

Talk to us on 1300 55 7586 between 8am and 7pm AEST/AEDT, Monday to Friday

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What next?

Find out more about Super and retirement rules.

General advice and information only

Any advice and information on this website is general only, and has been prepared without taking into account your particular circumstances and needs. Before acting on any advice on this website you should assess or seek advice on whether it is appropriate for your needs, financial situation and investment objectives.