The Board overseeing Catholic Super and the Board of TelstraSuper have entered into a merger agreement. The two funds have signed a non-binding Memorandum of Understanding and have agreed to explore a 'merger of equals' between the two funds.

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When it comes to setting yourself up financially, the little things you do today can make a significant difference to how you get to enjoy your tomorrow.

But how many of us are born knowing exactly what to do to confidently manage our money? That’s where financial advice can help – and it’s never too soon, or too late, to get a little help from the experts.

At Catholic Super, we offer a range of advice services to cater for a range of needs – from answering simple questions about your super account, right through to building comprehensive financial plans to help you navigate the decades to come and really make the most of your money.

Getting the right support and advice at the right time can put you in control of your money, so you can:

  • plan ahead with confidence
  • grow your wealth and set yourself up for a better retirement
  • improve your overall wellbeing thanks to greater peace of mind.
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Financial advice and you

No matter what your stage in life, our fully qualified Financial Planners can help you reach your goals. And when it comes to planning ahead, it’s never too soon to start.

You’re establishing and building your career. You may be:

  • paying off your HECS
  • travelling
  • buying your first home
  • getting married
  • starting a family
  • considering family healthcare and insurance.

You’re likely to focus on protecting your lifestyle:

  • paying education expenses if you have children
  • saving and building wealth outside of super
  • managing any debt you may have
  • budgeting and cashflow
  • managing your tax
  • healthcare cover
  • insurance and income protection cover
  • financing home renovations.

With 20 or more years of retirement to look forward to, your priorities may be protecting your assets, and continuing your current lifestyle:

  • winding down your working hours
  • paying off any debt
  • family healthcare
  • helping your children
  • planning for your retirement
  • wills and trusts.

Retirement from work

Now you've finished working, you may be thinking about protecting your assets and:

  • minimising tax
  • setting up an income stream
  • taking that long-awaited trip
  • managing debt efficiently
  • healthcare
  • aged care planning
  • understanding estate planning.

Assisted living and aged care

And at some stage, it may be time to consider assisted living and aged care. This care may be for you or for a loved one, so you may like to:

  • find out the options available
  • identify costs
  • find out eligibility for services
  • find out the government benefits available
  • make decisions on assets
  • understand estate planning complexities.

Make a difference to your future with financial advice

Growing your wealth with super

Don’t put off to tomorrow what you can do today – use your super to start growing your wealth right now.

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Planning ahead for retirement success

Retirement is the start of a whole new chapter. But even if it’s still a way off, we can work with you now to give it the careful planning it deserves.

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Putting retirement into action

So you’re retiring – we can help you decide what comes next for you and your money.

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Our advice process

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: 

  • Superannuation
  • Retirement planning
  • Redundancy planning
  • Tax-effective financial strategies
  • Aged care
  • Estate planning
Call us today

Our advice process

Your retirement questions answered

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.

Book a time today

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We acknowledge all First Peoples of the beautiful lands on which we live and work, and their enduring knowledge and connections to Country. We honour the wisdom of and pay respect to Elders past and present.