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Book and manage your appointment online

Aware Super members can book in with a financial expert at no extra cost with a Super Helpful Check-in or Retire Ready Check-in.[AD2]

 

Super Helpful Check-in

Still working and building your super balance? Talk to one of our qualified experts on a video call. This session offers general guidance and can also use My Retirement PlannerTM, our retirement projections tool.

  • How much super do I need for retirement?
  • Am I on track to save this in time?
  • What changes can I make to my contributions and investment choices to grow my savings?
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Retire Ready Check-in

Ready to retire now, or within the next 24 months? Talk with one of our expert financial advisers to discuss your retirement options on a video call. [AD1][AD2]

They can answer your questions on:

  • Understanding your retirement options, including the benefits of a tax-free retirement income account.
  • Your eligibility for the Age Pension and other government benefits
  • Developing a personalised action plan to get you started
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Tailored advice

 

Comprehensive advice

Who can access?

Available to Aware Super members and non-members via video call, or face-to-face in our regional offices. 


What does it cost?

Fees range from $2,800 to $8,000 (incl. GST) depending on your needs and complexity. Fees can generally be paid from your super - chat with us to see what applies to you.


What does it cover?

If your financial situation includes more than your super, or you want a detailed plan with regular reviews, comprehensive advice could be the right fit. With your financial planner, you can discuss:

  • How to create a plan for retirement, for you and your spouse or family
  • Debt reduction, budgeting and managing cashflow
  • Investing tax effectively 
  • Making the most of your retirement
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Specialist advice

Who can access?

Available to Aware Super members and non-members via video call, or face-to-face in our regional offices. 


What does it cost?

Fees range from a $660 flat rate for insurance and from $2,950 to $8,000 (incl GST) for Aged Care advice, depending on your needs and complexity.

What does it cover?

Advice around setting up and starting retirement is one field. Living in retirement and the changes that can take place is another. It might be right for you if you want to know more about:

  • Personal insurance
  • Aged care
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[AD1] Advice provided by Aware Financial Services Australia Limited (ABN 86 003 742 756, AFSL 238430), wholly owned by Aware Super. 

[AD2] Members can get advice about their Aware Super accounts at no extra cost, or advice on their broader needs for a fee.