Comparison of advice services
Get the right type of help for your retirement planning.
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. |
|
| Next steps |
Talk to us on 1300 55 7586 between 8am and 7pm AEST/AEDT, Monday to Friday Complete our contact form |
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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.
Call us on 1300 55 7586 opens in new window|tel: 1300557586 Monday to Friday 8am-7pm AEST (8pm daylight savings time).
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