Reach your goals in achievable steps with comprehensive advice from one of our experienced planners.
Find an Aware Super Retirement PlannerIt’s about taking a complete view of your personal situation. Your financial planner can work through complex financial matters and help with things like estimating how much you’ll need in retirement, aligning investments to your goals and life stages, and maximising your tax benefits inside and outside super. The areas they cover will depend on your circumstances and what you want to achieve.
What to expect
Understanding your lifestyle and goals
Your planner will use the first meeting to find out what’s important to you and what you want to achieve. There’s no charge or obligation to move to a full plan, and they’ll explain any next steps, fees and charges before progressing.
Strategies to help you achieve your goals
After gaining a clear understanding of your lifestyle and goals, your planner will provide tailored recommendations, along with the risks and costs involved. Once you’re comfortable with moving ahead, they’ll move to put your plan into action.
Putting your plan into action
Your planner will give you an idea of how long it will take to get your plan underway. This will depend on your plan’s complexity.
Keeping your plan on track
We offer an ongoing review service for an additional cost. This helps adjust your plan for changes to your personal circumstances, and changes in the economy, investment markets and legislation. The service ensures you stay on track to achieve your goals. Or you can access and pay for advice as you need it, meeting with your planner as your circumstances change to update your plan.