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FINANCIAL EDUCATION AND ADVICE

Make the most of your options and seek professional financial advice from
Local Super.

 

Local Super has a team of dedicated Advisers and Financial Planners to provide you with the help you need to meet your investment goals and retirement dreams.

 

At Local Super our members come first. We understand that super can seem quite complex and that managing your finances and planning for your retirement can be a daunting task. We can help make it easier by providing you with the right financial advice and support that you need.

 

Local Super's Advisers can provide you with personal, face-to-face advice relating to Local Super benefits and options. They can assist you to work through your circumstances and develop a strategy to achieve your goals. The Advisers also hold super education sessions at your workplace and also regularly run retirement planning sessions for members and partners to attend.

 

Key issues include:


  • Consolidating multiple super accounts
  • Boosting your super with extra contributions
  • Making an investment choice
  • Reviewing your insurance cover
  • Transitioning to retirement

 Personal advice about your super at no extra cost.

 

Local Super's Financial Planners can provide personal, face-to-face advice on a range of super and non-super financial issues for you and your partner.


These include:


  • Retirement planning (including partners)
  • Investment in Managed Funds
  • Margin lending
  • Banking products
  • Negative gearing

Commision free financial planning services on a fee-for-service basis.


For further information, please refer to Fact Sheet FS4 Financial Education and Advice. To make an appointment contact us.

 

For super related websites, please refer to our Links page.

 
 

FINANCIAL EDUCATION & ADVICE


Call 08 8100 9999

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