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Super advice

Helps you get your super or retirement income account sorted to achieve your goals.


Overview

For Aware Super members

Phone or video


Fees

Included with your membership

Comprehensive advice

Tailored strategies and regular reviews to help you sort your finances and plan for now and the future.


Overview

For everyone (Aware super members, their partners, non-members)

Phone, video or face to face in regional offices


Fees

Fees for advice are based on needs and complexity. Fees range between $2,800 and $8,000. This includes GST

Specialist advice

Specialised advice on

  • personal insurance
  • aged care


Overview

For everyone (Aware super members, their partners, non-members)

Phone, video or face to face in select locations


Fees

Fees for advice are based on needs and complexity. Fees range from $660 to $6,000. This includes GST

What it covers

Super advice

 

  • Information about how your super works and what options you have
  • Ways you can grow your super
  • Investment options
  • Starting a Retirement Transition account or Retirement Income account
  • Insurance through super

Comprehensive advice

 

  • Making the most of your money
  • Investing tax effectively
  • Retirement planning
  • Making the most of your retirement
  • Help for you and your partner to retire well and make the most of Centrelink entitlements
  • Help choosing your investments inside and outside of super

Specialist advice


Aged Care

  • Costs and options of aged care
  • Guidance on whether to sell or retain assets
  • Optimise government benefits and minimise care fees
     

Insurance advice

  • Personal insurance to protect your wealth and family
  • Includes insurance outside of super
  • Insurance cover
  • Types of policies and products

Understanding your advice options with Aware Super

Knowing where to start and who to trust can be confusing.

We’ve got a great team of specialists and qualified financial planners, excited to help work with you.

Still not sure where to start?

Great financial habits start with knowing your personal priorities.

Need assistance?