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How to use the Adviser Portal

The Adviser Portal is our platform for you as an independent financial adviser.

It helps you work with us and support your clients who have Aware Super accounts, helping them reach their retirement goals.

Super retirement calculator

Whether retirement is 2 or 20 years away, My Retirement PlannerTM enables you to:

  • Estimate how much a client may need when they retire, according to their future lifestyle and income goals, including Government age pension entitlements
  • See how well they’re tracking based on their current financial situation in and outside super.
     

Plus, if your client is an Aware Super member, they get a Retirement Confidence ScoreTM that shows how close they are to their retirement goals.

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Your understanding of your clients’ needs can provide them with financial confidence during these times of uncertainty. 

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