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Advice when you need it
Proper planning can make all the difference to how your super savings grow and how well you live in retirement. And there are different times in your life that you may benefit from seeking advice. Asset Super offers personal financial planning advice through an arrangement with Money Solutions Pty Ltd (ABN 36 105 811 836, AFSL No. 258145).
We provide members with two options when seeking advice.
The first is free single issue personal financial advice over the phone. The types of advice you can receive about your Asset Super membership include:
- Choosing the appropriate investment option;
- What contribution strategy is right for you;
- What level of insurance cover you should have;
If the advice requires a more in depth understanding of your financial situation, Money Solutions will recommend our second option and that is that you meet with one of their financial planners.
This will involve a free 1 hour meeting followed, if you require, by a full financial plan (known as a Statement of Advice). This financial plan will be provided on a fee for service basis, the cost of which will be discussed with you at the outset. What is important is that your financial planner will be working on a fee for service basis for you, not on a commission basis paid by a financial product provider.
It is vital that before you make any important financial decision, whether it’s about your super or not, it’s generally a good idea to get professional advice.
To arrange a free phone consultation with a financial planner, or to set up a free 1 hour meeting, call our Client Service team on 1800 805 981 or fill in the form below.
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