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When it comes to setting yourself up financially, the little things you do today can make a significant difference to how you get to enjoy your tomorrow.

But how many of us are born knowing exactly what to do to confidently manage our money? That’s where financial advice can help – and it’s never too soon, or too late, to get a little help from the experts.

At Catholic Super, we offer a range of advice services to cater for a range of needs – from answering simple questions about your super account, right through to building comprehensive financial plans to help you navigate the decades to come and really make the most of your money.

Getting the right support and advice at the right time can put you in control of your money, so you can:

  • plan ahead with confidence
  • grow your wealth and set yourself up for a better retirement
  • improve your overall wellbeing thanks to greater peace of mind.
Learn more about advice

Financial advice and you

No matter what your stage in life, our fully qualified Financial Planners can help you reach your goals. And when it comes to planning ahead, it’s never too soon to start.

You’re establishing and building your career. You may be:

  • paying off your HECS
  • travelling
  • buying your first home
  • getting married
  • starting a family
  • considering family healthcare and insurance.

You’re likely to focus on protecting your lifestyle:

  • paying education expenses if you have children
  • saving and building wealth outside of super
  • managing any debt you may have
  • budgeting and cashflow
  • managing your tax
  • healthcare cover
  • insurance and income protection cover
  • financing home renovations.

With 20 or more years of retirement to look forward to, your priorities may be protecting your assets, and continuing your current lifestyle:

  • winding down your working hours
  • paying off any debt
  • family healthcare
  • helping your children
  • planning for your retirement
  • wills and trusts.

Retirement from work

Now you've finished working, you may be thinking about protecting your assets and:

  • minimising tax
  • setting up an income stream
  • taking that long-awaited trip
  • managing debt efficiently
  • healthcare
  • aged care planning
  • understanding estate planning.

Assisted living and aged care

And at some stage, it may be time to consider assisted living and aged care. This care may be for you or for a loved one, so you may like to:

  • find out the options available
  • identify costs
  • find out eligibility for services
  • find out the government benefits available
  • make decisions on assets
  • understand estate planning complexities.

Make a difference to your future with financial advice

Growing your wealth with super

Don’t put off to tomorrow what you can do today – use your super to start growing your wealth right now.

Learn more
Planning ahead for retirement success

Retirement is the start of a whole new chapter. But even if it’s still a way off, we can work with you now to give it the careful planning it deserves.

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Putting retirement into action

So you’re retiring – we can help you decide what comes next for you and your money.

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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 range of areas including: 

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

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Book in for advice and support

Whether you’re looking for support and advice at no extra cost, or a comprehensive personal financial plan, use this form to book your appointment and we’ll be in touch at the time that works for you

Not really sure if you need advice?

That’s okay – you can also book in for a quick chat with our team.

In some cases we might be able to resolve your question on the spot, but we can also take you through the different services we offer to help you decide what might be right for you. And if you’d like to go ahead, we can book you in with the right team.

Want to do your own research first? Compare our advice services online.

Book a time today

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Super ratings award Super ratings: Platinum MyChoice Super award winner Super Review award: 20 year platinum performance Super ratings: Platinum MySuper winner Super ratings: 10 year platinum performance Super ratings: Platinum Pension winner Super ratings: 15 year platinum performance Super ratings: sustainable Chant West Super 2026 Chant West Pension 2026

 

‡The rating is issued by SuperRatings Pty Ltd ABN 95 100 192 283 (SuperRatings) a Corporate Authorised Representative (CAR No.1309956) of Lonsec Research Pty Ltd ABN 11 151 658 561, AFSL No. 421445. Ratings are general advice only and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and SuperRatings assumes no obligation to update. SuperRatings use proprietary criteria to determine awards and ratings and may receive a fee for the use of its ratings and awards. Visit superratings.com.au for ratings information. © 2024 SuperRatings. All rights reserved.

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