What advice are you looking for?
As an Aware Super member, there are four advice options available to you, depending on your needs:
- Super Helpful Check-in - at no extra cost
- Retire Ready Check-in - at no extra cost
- Comprehensive advice - for a fee
- Specialist advice - for a fee
Check out the details below for each option.
Still not sure what advice you need? Talk to a Member Services consultant and they can guide you to the right advice option.
Simply call 1300 192 602 or:
Super Helpful Check-in at no extra cost
Still working and building your super balance? Talk to one of our qualified experts on a video call about your account, and check on the big-ticket items like:
- 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?
This session offers general guidance and can also use My Retirement PlannerTM , our retirement projections tool.
Retire Ready Check-in at no extra cost
Ready to retire now, or within the next 24 months?
Book a Retire Ready Check-in with one of our expert financial advisers[AD1][AD2] to discuss your retirement options on a video call.
They can answer your retirement questions on:
- Understanding your 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
Comprehensive advice for a fee
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
This service is 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.
Specialist advice for a fee
Advice around setting up and starting retirement is one field. Living in retirement and the changes that can take place is another.
Specialist advice is available to members and non-members. It might be right for you if you want to know more about:
- Personal insurance
- Aged care
What does it cost?
Fees range from $660 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.