How financial planning can be a life saver

It can be exciting planning for retirement, but it’s also common to feel overwhelmed and anxious. Questions can bounce around your head…like, do I have enough saved? Will my savings last my lifetime? Or will I qualify for the Age Pension? These questions can be hard to answer. 

The good news is, you have access to our limited financial adviser team, who can provide super specific advice over the phone, at no extra cost to you.*

Key learnings covered in this topic

  1. The power of good financial advice
  2. How CareSuper can help you reach your financial goals. 

How can financial advice change my life?

Financial planning is about more than simply getting the numbers right, it’s about helping you get the answers you need so you can reach your dreams and create the life you want. It can help you with things like:

  • The best ways to boost your super 
  • Making sure you're in the right CareSuper investment option
  • Reviewing your insurance needs, and
  • Helping you understand if you're on track for retirement.

And if you need more complex advice, then our team of comprehensive financial advisers are available.^ They'll consider your whole financial situation, including your spouse, any assets you have outside super, your debts and your financial goals to help you plan your ideal retirement. 

Listen to Dan Bridgland, CareSuper Financial Advice Manager, explain how financial advice can help you work through complex questions around your retirement situation, outlining the different types of financial advice available to CareSuper members.

Learn more from a CareSuper member

While we know the true benefits of financial advice, it’s always good to hear from those that have realised it. Learn how financial advice helped CareSuper member Nanice, build her financial confidence on her journey to a more confident financial future.   

Meet Nanice

Why CareSuper financial advice? 

At CareSuper we only exist to support you, our members, in achieving your retirement goals. In line with our profit to member philosophy, the fee for our service includes no commissions.

During your first appointment, which is at no additional cost, we’ll let you know our fees upfront and provide a quote for services going forward. If you need more intricate help on matters like estate planning, aged care or self-managed super funds, we’ll direct you to trusted external advisers who are experts in these areas.

Speak to an expert

We’ve got a great team of financial planners ready to help you achieve your retirement goals. So, if you’re lying awake at night wondering how and if you can afford life after work, please give us a call and book an appointment with a CareSuper financial planner. 

We can’t wait to hear from you.

*Financial advice obtained over the phone, or through MemberOnline, is provided by Mercer Financial Advice (Australia) Pty Ltd (MFAAPL) ABN 76 153 168 293, Australian Financial Services Licence #411766. 
^Advice is provided by one of our financial planners who are Authorised Representatives of Industry Funds Services Limited (IFS). IFS is responsible for any advice given to you by its Authorised Representatives. Industry Fund Services Limited ABN 54 007 016 195 AFSL 232514. 

Information correct as at 5 February 2024.

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