How's your financial fitness? Part 4 - Get Financial Advice
12 Mar 2021
For over 30 years, we have put you – the customer – first.
Our vision is simple: we’re committed to guiding you towards your retirement dream.
So at every stage of your superannuation journey, we’re here to help you get the most out of your savings.
What we offer
At CSC, we provide a mix of real listening and decades of experience, making it simple to get the advice you need. Our authorised financial planners are dedicated to getting to know you and helping you layout a path for a safe and comfortable retirement. We also want our customers to have the peace of mind that they and their families are in safe hands.
The kinds of advice we can offer include:
- Our experienced financial planners will tailor a financial plan focused on helping you reach your financial goals.
- Our advice can cover superannuation and tax, your retirement, investments, insurance and any other topics, such as debt and redundancy.
- If you’re a member of PSSap or ADF Super, your membership may allow you to get simple advice over the phone from our financial planners at no extra cost.
- We can help you work out whether you have the right level of insurance in your super and which investment choices suit your life stage.
Annual Advice review
- Members can access financial planning advice either annually or bi-annually to regularly update your financial plan and ensure you’re achieving your goals.
- We can advise you on the financial impact of significant life changes, like starting a family or buying a home, and how to adjust your financial plans.
- We can keep you up to date with any legislation changes, and monitor your cash-flow and make sure you have enough when you need it.
- Annual advice reviews start at $2,200 per year.
What's my next step?
We have offices in Canberra, Sydney, Melbourne, and Brisbane if you would like to speak to one of our financial planners in person. However, we offer our advice over the phone or through a virtual appointment too if that’s easier.
To make an appointment call on 1300 277 777. It’s that easy.