Mine Super Financial Advice
As everyone’s situation is unique, Mine Super Financial Advice offers a range of advice options to help you create, manage and protect your wealth – from simple super-related advice to full financial plans.
Request an appointment with a financial adviser
Financial advisers from Mine Super Financial Advice support you with objective advice and have your back when it comes to setting in motion a financial strategy that will help you achieve the retirement you deserve.
With offices in key regional areas there’s a good chance we’ve got an office near you.
We also offer appointments over the phone or via video.
Advised Australians are better off
Australians with a financial adviser in their corner have a better quality of life, according to research from the Financial Planning Association of Australia*. They experience benefits beyond financial advantages, such as less financial stress, a higher quality of life, more financial confidence, and they’re more satisfied with their wealth.
What to expect from Mine Super financial advice
Could you benefit from advice? Advisers from Mine Super Financial Advice are here to help you make confident and informed financial decisions. Advisers can answer questions or prepare strategies around things like:
How can I boost my super?
Should I put my super into one account?
Have I got enough insurance?
Have I made the right investment choice?
When can I retire and how much money do I need?
Preparing for retirement with a pre-retirement pension strategy.
Is an account-based pension right for me?
How do I get the most from Centrelink?
What can I do with my redundancy payment?
Should I create an estate plan?
How to best maintain a steady income in retirement.
Transferring wealth with estate planning.
Your first advice appointment
Financial advisers from Mine Super Financial Advice support you with quality advice and recommend what they think is best for you and your future. Here are five simple steps to walk you through the Mine Super Financial Advice process and help make your financial goals an achievable reality.
Taking the time to find the best financial adviser for you is important. For more information on how to choose a financial adviser, check out the Getting good financial advice factsheet (PDF).
You can request an appointment with Mine Super Financial Advice online or over the phone. We’ll work with you to make sure the time and location work for you or we can help over the phone or via video.
After you’ve booked your appointment, you’ll receive an email to confirm the appointment and any documents you should take with you.
During your appointment, your adviser will ask questions about your personal circumstances. You'll discuss your needs and objectives, including what income you need both now and when you stop working. During your appointment your adviser will discuss the fees and how you’d like to proceed.
After you’ve agreed to the fees, and following your appointment, your financial adviser will create a realistic financial plan to help make your goals a reality. You’ll then meet with your adviser again where they’ll explain their advice. They'll also provide you with various documents, including a Statement of Advice (your financial plan) and Product Disclosure Statements that describe each product or service they’re recommending.
If you’re happy with the recommendations, you’ll be asked to sign an authority to proceed and your adviser will help implement the advice. Once it’s all done, Mine Super Financial Advice will let you know when this has happened and you’re on your way to achieving your goals. Remember, financial advice is not ‘set and forget’, so it’s important to regularly check in with your adviser and make sure they know if your circumstances change at all.
You can also check out the MoneySmart website for more information on the value of professional advice when it comes to making decisions about your retirement goals.
Consider the fees
As a member, you’re entitled to a complimentary appointment with Mine Super Financial Advice, but there are fees associated with providing personal financial advice. During your appointment your adviser will discuss the fees and how you’d like to proceed.
Simple advice is available over the phone or by video conference. Advice on how your account is invested is at no extra cost, with other simple advice starting from just $110. More complex advice is available by appointment with the cost based on the advice you need, starting from $1,850 up to a maximum of $3,100.
The fees you’ll be charged will be outlined in a Statement of Advice. If you have a super account, the advice fees related to your super can be deducted from your Mine Super account.
Booking request
Request an appointment with a financial adviser
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Meet the team
Advisers from Mine Super Financial Advice are here to provide the help you need to make confident and informed financial decisions.
