From general information about super, right through to financial planning advice tailored to your personal circumstances, we are here to help. You can access the level of advice that's right for you.
You have access to expert advisers who offer a range of personal advice, from detailed projections to see if you are on track for retirement, simple Vision Super only advice to ensure your super is working for you, and more comprehensive advice covering both your superannuation and broader financial goals.
You can also download our Tailored advice booklet for more information about the advice options available.
Vision Super financial planners [1] can help you make the most of your financial situation at any stage of life, whether you're in your first job or already enjoying retirement.
Retirement health check | Are you wondering if you are on track for retirement? A retirement health check allows you to speak with a Vision Super financial planner and receive a detailed projection to help you determine your retirement readiness. A retirement health check can consider:
|
|---|---|
This is available once a year at no extra cost [2] | |
Limited advice | Do you want to unlock the full potential of your Vision Super account? Get advice to make it work harder for you and help set you up for retirement and beyond. Examples of Limited Advice:
|
Cost: Vision Super only advice ranges from No cost to $295-$590 [3] | |
More comprehensive financial advice | Do you want to make all your finances work together? More comprehensive advice looks at your broader financial situation, even non-Vision Super matters, resulting in a financial plan that works for you. Examples of comprehensive advice:
|
Cost: Advice fees for more comprehensive advice are a one-off cost starting from $2090 [4] | |
[1] Available to Vision Super members only. One retirement health check can be performed per financial year. If more than one is received in the financial year, then there is a charge of $295 per instance.
[2] Provided the advice is limited to your membership in Vision Super and no more than one Statement of Advice is provided in a financial year. Multiple Statements of Advice in a financial year will usually incur advice fees. Some advice areas such as setting up a transition to retirement or pension account incur an individual cost of $295. The financial planner will disclose applicable fees to you before providing any advice.
[3] Vision Super Financial Planners are employees of the Trustee (or a related entity) that are authorised to provide financial advice as representatives of Industry Fund Services Limited (IFSL) ABN 54 007 016 195 AFSL 232 514. Any financial advice provided by a Vision Super Financial Planner is issued on behalf of IFSL, not their employer. Vision Super Financial Planners can provide financial advice including personal advice about Vision Super that takes into account your personal circumstances. Before making a decision in relation to any of our products, you should read the applicable Product Disclosure Statement and Target Market Determination (TMD).
[4] The cost of more comprehensive advice starts from $2,090 and increases depending on the nature and number of additional topics you wish to receive advice on.