Finances are complex and, like doing your taxes, sorting it all out can be easy to put off.
A financial adviser# can help you set some goals, make smart decisions and protect your income. Because one size doesn’t fit all, our advisers can help you find the right fit. Whether over the phone, or in person, they can help you untangle things, find order in complexity, and get you on the right path to a secure and comfortable retirement.
If you’re a member, we’re here to give you general advice about superannuation, plus over-the-phone personal advice about questions relating to your Energy Super account, all at no charge. These are questions like:
- I’ve heard about salary sacrifice. Would that work for me?
- How much insurance cover do I need?
- Is my investment portfolio aggressive enough for my age?
- I was thinking about transitioning to retirement. Are there still tax benefits?
If you want to explore your entire financial situation in person with one of our financial advisers, we can do that too (and you don’t even need to be an Energy Super member.) There’s a fee for this level of advice.
Start the conversation. Make an appointment today.
#Financial advice is provided by ESI Financial Services Pty Ltd (ABN 93 101 428 782 AFSL 224952), a wholly owned entity of Energy Super.