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The right support at the right time

Life’s a little different for everyone. And when it comes to planning and managing our finances, we all need different things at different times. That’s why we provide you with a wide range of support and advice services, so you can access the support you need, exactly when you need it.

Our advice process

Learn more about our advice process and how it can help you reach your financial goals.

Frequently asked advice questions

Not every question or problem calls for financial advice. We provide a range of tools and resources for members so you can learn more about your super and your finances at your own pace, and feel more confident when it comes to managing your money. On our website you’ll find:

  • Events and webinars
  • Calculators
  • A knowledge hub of articles and modules
  • Tips and resources tailored to your life stage.

If you’ve got a simple question about your Catholic Super account and investments, the Catholic Super team is here to help. We can offer general information, guidance and advice on limited super-related matters over the phone. And in most cases this advice is provided at no extra cost – it’s all part of your membership with Catholic Super.*

For example, we can help you with limited advice relating to:

  • Your Catholic Super account and how it works
  • Which investment options will be most appropriate to your circumstances
  • What types of contributions will work best for you.

* In those few cases where a fee may apply, we’ll let you know in advance if any fees apply, and there’s no obligation for you to proceed.

For more complex financial advice needs, such as broader contribution strategies or detailed retirement planning, we offer a comprehensive financial advice service. We can meet you in person in one of our offices, or online via Microsoft Teams. We’ll spend time developing an understanding of your needs and tailoring a plan to achieve your goals. We’ll also provide you with administrative support to help you implement our recommendations.

Comprehensive advice can provide you with detailed support and planning in a range of areas, including:

  • Superannuation
  • Retirement planning
  • Redundancy planning
  • Tax-effective financial strategies
  • Wealth creation
  • Aged care
  • Estate planning
  • Personal insurance.

Comprehensive advice is a premium advice offering, with detailed and often complex advice personalised to you and your situation. Your initial consultation with us is provided at no cost. After that, fees do apply to this comprehensive advice service. Any costs will be explained to you in advance, so you can decide if you’d like to go ahead with receiving the advice we can offer.

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. 

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