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
Once you have taken the time develop and implement your plan, it's also important to review your plan for changes to your personal circumstances, changes in the economy, investment markets and legislation. You can work with your planner on the best way for you, to keep your plan on track.
More comprehensive advice options
Aged care advice
You can reduce stress and gain peace of mind by understanding how the costs of aged care apply to you, a parent or a loved one. Our dedicated aged care specialists understand the system and can talk you through the financial complexities of aged care.
Estate planning advice
More than just having a will, estate planning takes into account your wishes and choices for the future. From deciding who will make financial, medical and personal decisions if you no longer can yourself, through to who will look after your estate and receive your assets when you die, our estate planning lawyers^1 can help you make the best decisions for you.
Estate Planning advice is provided under Aware Super Legal Pty Ltd ABN 91 606 835 170. ↩