Life’s a little different for everyone. And when it comes to planning and managing our finances, we all need different things at different times. That’s why we provide you with a wide range of support and advice services, so you can access the support you need, exactly when you need it.
The financial planning process is all about you – your situation, your needs, your objectives. More broadly, it’s an opportunity to think about how you want to live your life, both now and in the future, and how your finances might be able to support that.
We can provide detailed support and planning services across a rage of areas including:
Our advice process
Not every question or problem calls for financial advice. We provide a range of tools and resources for members so you can learn more about your super and your finances at your own pace, and feel more confident when it comes to managing your money. On our website you’ll find:
If you’ve got a simple question about your Catholic Super account and investments, the Catholic Super team is here to help. We can offer general information, guidance and advice on limited super-related matters over the phone. And in most cases this advice is provided at no extra cost – it’s all part of your membership with Catholic Super.*
For example, we can help you with limited advice relating to:
* In those few cases where a fee may apply, we’ll let you know in advance if any fees apply, and there’s no obligation for you to proceed.
For more complex financial advice needs, such as broader contribution strategies or detailed retirement planning, we offer a comprehensive financial advice service. We can meet you in person in one of our offices, or online via Microsoft Teams. We’ll spend time developing an understanding of your needs and tailoring a plan to achieve your goals. We’ll also provide you with administrative support to help you implement our recommendations.
Comprehensive advice can provide you with detailed support and planning in a range of areas, including:
Comprehensive advice is a premium advice offering, with detailed and often complex advice personalised to you and your situation. Your initial consultation with us is provided at no cost. After that, fees do apply to this comprehensive advice service. Any costs will be explained to you in advance, so you can decide if you’d like to go ahead with receiving the advice we can offer.
A financial planner can take the gueswork out of retirement. Book a time for an initial conversation and we can help you map out your retirement goals, supporting services, and next steps.
This initial appointment is obligation free and available to all fund members at no additional charge.
Book a time to talk to our advice team or call us on 1800 065 753
Have a general enquiry? Contact our Helpline.
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