Financial Planning ServicesCatholic Super owns a licensed financial services company Catholic Financial Services – a one-stop shop for all your financial planning needs.
Catholic Financial Services can help you:
How it works:
Meet with a Catholic Financial Services financial planner
The initial appointment is completely free and there is no further obligation to you
Discuss your circumstances:
At this initial appointment, you will have an opportunity to learn about us and the fees we charge but more importantly, it gives us an opportunity to learn about you and your goals and objectives. We may also use this as an opportunity to answer any questions you may have.
You decide if you want to work with us:
If you do want to go ahead and receive personal advice, a qualified financial planner will collect more information from you and then proceed to develop your Statement of Advice.
Implementing and access to ongoing advice
We will assist you through the whole process – this includes filling out forms, lodging them and being available to provide ongoing advice and support into the future as your circumstances and needs change.
Find out more about Catholic Financial Services or call us on 1300 655 002 (Mon-Fri 8.00am-5.30pm AEST).