When it comes to financial advice, everyone has different needs. Some people’s circumstances are quite straightforward, while others are more complex.

Whatever your needs, we can help connect you to advice that will help you achieve your objectives. The right advice can make a big difference to the way you manage your money and plan your life.

Choosing the right advice

We offer two levels of advice depending on your goals and objectives, and the complexity of your financial circumstances. Your answers to a few simple questions will help you understand your advice needs.

Type of advice for you Simple advice Comprehensive advice
What type of advice would you like? Advice on your First State Super account only. Advice on more complex financial matters that take your personal situation, lifestyle and financial goals into account.
How would you like to receive advice? Prefer to speak with someone over the phone. Prefer to meet with a financial planner face-to-face at a location near me.
How much does it cost? There is no additional cost for advice relating to your First State Super account as this is included in your membership with us. Your first appointment is no cost, no obligation. If you decide to proceed, a fee will be payable for the plan.

No matter what stage of life you’re in or how financially savvy you are, financial advice can help you make the most of what you have so you can get where you want to go.

Make a request for advice and we'll call you to help determine the best advice option and organise an appointment with one of our advisers.
 

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