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The value of advice

Wherever you are in life, a qualified financial planner can help you get more from your super, and prepare for your retirement with confidence. So whether you’re new to the workforce or already planning your next chapter, learn more about the value of advice.

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How can we help?

Looking for super advice on your super and retirement accounts? Or perhaps you’d like  more complex and comprehensive financial advice. At Catholic Super, we offer a range of advice services to suit different needs.

Our super advice service

We can provide  guidance and advice on your Catholic Super accounts. And in most cases it’s provided at no extra cost – it’s simply part of your membership. Keen to know which investment options will suit your needs, or what types of contributions will work for you? Our team can help.

Our comprehensive advice service

Catholic Super offers a comprehensive financial advice service. Ideal for more complex financial advice needs, such as advice on broader contribution strategies or detailed retirement planning.

For all your advice needs

If you’ve got a question or you’re not sure where to start, our team is here to help. Plus, we can refer you to one of our qualified financial planners if you need financial advice. 

How the advice process works

What to expect

If you’re new to advice, or if you’re just not sure what’s involved, here’s a little info on what to expect from the financial advice process.

How advice works
About our Financial Planners

Catholic Super’s qualified Financial Planners operate across Australia, and all of our planners are bound to work in your best interests.

Meet our team
Getting ready for your first appointment

What will you need to bring to your first appointment with us? Here’s everything you’ll need to get ready.

Let's get ready
What advice costs

The advice and guidance we provide on your Catholic Super account is often provided at no extra cost. When costs do apply, we explain these costs upfront, before you decide if you’d like to go ahead.

Learn more

Need a hand?

If you’ve got a question or you’re not sure where to start, head to our resource centre, and discover interactive modules on super, retirement, investing and more, as well as information tailored to your life stage. Plus, we can refer you to one of our qualified Financial Planners if you need financial advice.

Join our award-winning fund

Plan for your future with the industry fund that works hard for you.

Join us