What types of financial advice are there?
General advice
This is general information, like how super works and what investment options we offer. It isn't specific financial advice about your personal situation.
Want to learn more? You can:
- contact us with any questions about how your accounts work
- use our online calculators
- check out our articles, podcasts, and webinars.
Superannuation advice (one-off)
Need help with your super account with us? Our qualified financial advisers can give you personalised advice1. We can help you make the most of your super now, plan your retirement, and manage your income when you stop working.
Full financial advice
If you need financial advice about more than just your super with us, you have 2 choices:
- Pick your own financial adviser, or
- we can connect you with an accredited adviser from our National Advice Panel.2
Choosing a financial adviser: 3 things to think about
What's their specialty?
Some advisers are experts in certain areas, like financial or tax planning. Make sure their skills and qualifications match what you need.
How do they get paid?
Ask about their fees. Do they charge for ongoing service? Do they get paid to recommend certain products?
Do you trust them?
You should feel comfortable with your adviser. If something's not clear, ask them to explain it again.
Need more info?
Check out Financial Advice Association Australia or visit Moneysmart for tips on working with a financial adviser.
Want advice about your super with us?
As an ART member, you can access financial advice from a qualified financial adviser about your super account as part of your membership.1 Our qualified financial advisers can help you with:
Superannuation advice
- Reviewing your investment strategy
- Growing your super balance
- Contribution strategies
- Accessing your super
- Understanding your insurance options
Retirement financial advice
Estimating if you're on track for retirement
- Advice on transition to retirement strategies
- Managing your Australian Retirement Trust account and income in retirement
- Understanding how the Age Pension works
Book your financial advice appointment now
We do our advice appointments over the phone for your convenience. Advice about your accounts with us is included with your membership.1
FAQs about financial advice
Need help booking your advice appointment, or looking for general advice about our products and services? Contact us