Financial Planning Services
It is easy to sit back and let life happen, but having a plan gives you more opportunities to control your future. And when it comes to super and your financial future, planning is important and can be intimidating.
Understanding the different rules and laws takes a lot of time, time most of us don’t have; without that understanding our planning and decisions may not be as comprehensive as we hope. That’s where a financial planner can help.
AvSuper and Outlook
As an AvSuper member, you can access advice and planning assistance through our alliance partner, Outlook Financial Solutions Pty Ltd (ABN 40 083 233 925, AFSL240959). The first consultation is free with no obligations, and provides you with the opportunity to find out how an advisor can help in your circumstances. Discounted member rates (10% off their regular fee schedule) apply for follow up services for all AvSuper members.
One of the reasons we recommend Outlook to you is that their advisors are paid a salary - not commissions from AvSuper or your AvSuper account.
AvSuper doesn't pay trailing commissions (ongoing fees for the current advice) to Outlook. Many retail super funds do have these trailing commissions and such fees can add up over a lifetime, especially when the economic market is as tough as it has been since late 2007.
Simply call us for a referral - we can even make the appointment time for you!
Easy access coming soon!
We understand that our members don’t all live in major cities and that you have lots of things to do with your time, so visiting a financial planner isn’t always easy to manage.
So we've arranged for Outlook to provide you with a phone advice service where you can get financial planning advice over the phone, saving you travel time and inconvenience. The phone call will be with a qualified and experienced financial planner and a written advice statement will be sent to you afterwards.
You will be able to call about issues such as member investment choice, insurance needs and estate planning
Learn more online!
Outlook also provides some webinars (online seminars) to provide you with further information about super and related financial decisions. Simply click on the title of any of the following selection of webinars to view it in a new window.
- Transition to retirement (TRAP's) - Transition to retirement offers a flexible way to dip your toe in by continuing to work, maximising your income and saving tax.
- Life Insurance - You insure your home, your car and other assets, so why wouldn't you insure your life?
- Income Protection Cover - Income Protection will protect your greatest asset, your income. When things go wrong due to illness or an accident, your income protection will keep income coming in, month after month, year after year on a regular basis while you are ill or injured.
- Other financial planning topics
