Helping you build a better future with expert support and advice.
Helping you build a better future with expert support and 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.
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.
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.
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.
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:
Our advice process
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.
Catholic Super’s qualified Financial Planners operate across Australia, and all of our planners are bound to work in your best interests.
What will you need to bring to your first appointment with us? Here’s everything you’ll need to get ready.
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.
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.
Let's start with your contact details
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.
