The Board overseeing Catholic Super and the Board of TelstraSuper have signed a binding Heads of Agreement and agreed to proceed with a ‘merger of equals’ between the two funds.

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Some financial planning thought starters

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.

So, in order to get the most from your discussion, try to give some thought to the following before your appointment:

  • your current saving capacity
  • your assets and liabilities
  • your income (across all sources that may apply, including government benefits)
  • your super situation – for example whether you have different accounts with different funds, and what your overall balance is
  • any expectations you may have, if any, around the type of lifestyle you’d like to enjoy in your retirement.

And don’t worry – if you do need to do any specific preparation prior to your initial consultation with us, your financial planner will let you know.

Our advice process

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: 

  • Superannuation
  • Retirement planning
  • Redundancy planning
  • Tax-effective financial strategies
  • Aged care
  • Estate planning

Our advice process

Your retirement questions answered

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.

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