The experience to get you there
CSC’s experienced Advice Team is dedicated to getting to know you and what you want out of life and helping you lay out a path to get there, step by step.
Call us now: 1300 277 777Financial Planning Services A plan that’s right for you
Get in touch
We'll ask you a few questions to pinpoint exactly what kind of advice you need, and then schedule you in with one of our team. Call us on 1300 277 777Meet our advisers
CSC's authorised* Comprehensive Financial Advisers help you make your ambitions and your future one and the same. Meet the teamHow it works
We’ve broken down the financial planning process into four simple steps.
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Get in touch
Call us at 1300 277 777 and we’ll ask you a few questions about how we can help and then book an appointment that best suits your needs.
You can also email us at [email protected], however if this is your first time meeting with us we do ask that you phone us first so we can make sure we are booking the right meeting for you. -
Complete a discovery record
After scheduling your appointment, you’ll receive a welcome pack via email that has your appointment details, but more importantly, has a few documents for you to fill out. These documents will allow our authorised Comprehensive Financial Adviser to get to know you, understand what your financial situation is, your goals, and basically, allow them to get your appointment off to a good start.
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Find out more about you
In your first meeting, our authorised Comprehensive Financial Adviser will ask you questions to find out more about you, your goals and objectives. They will then identify opportunities to add value to your circumstances and provide you a quote to undertake this work for you.
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Planning with you
From here our authorised Comprehensive Financial Adviser will use all the information they've gained from you, together with research and analysis, to create a financial plan that is tailored to you - and designed to help you achieve your personal financial goals.
What it costs
At CSC, we believe all our customers deserve all the guidance they need to secure a safe and comfortable retirement as well as have the peace of mind that they and their families are in safe hands. Our authorised Comprehensive Financial Adviser aim to provide quality, good value advice.
1. Comprehensive advice
Our advice offering is ‘fee-for-service’, which means you receive a fixed quote upfront. There are no obligations, commissions or hidden fees.
Personal comprehensive advice costs range from $3,450 to $8,800 (incl. GST), depending on complexity and the amount of work involved. There is generally a fee of $185 payable at the end of your initial meeting.
The fee quoted covers such things as reviewing your current circumstances, developing a strategy to help you achieve your financial goals, preparing a Statement of Advice documenting our advice to you, implementing this advice, as well as all contact and meetings with your authorised Comprehensive Financial Adviser along the way.
2. Simple advice
As part of your PSSap and ADF Super membership, you have access to simple advice at no extra cost to you. This advice is designed to help answer some commonly asked questions like; whether you have the right level of insurance or how you should be investing your super.
Simple advice is provided by a CSC Super and Retirement Adviser. All advice is given solely in your best interests. Simple advice appointments are conducted over the phone. To book an appointment, call 1300 277 777.
After the appointment, your CSC adviser will be in a better position to understand whether simple advice is appropriate for you, and if so, prepare more personalised advice on these simple topics at no additional cost.
Appointment Cancellation Policy
We know that your time is valuable, and we appreciate that you understand ours is too.
The financial planning service is subject to a 48-hour cancellation policy for appointments with our authorised financial planners. Any cancellation or rescheduling of a comprehensive advice appointment that occurs 48 hours or more before the scheduled appointment time is at no additional cost to you.
However, a cancellation fee may be charged* for:
- any cancellation or rescheduling of an appointment with an authorised Comprehensive Financial Adviser that is made within 48 hours of the appointment; or
- any failure to attend an appointment with an authorised Comprehensive Financial Adviser without contacting them to cancel or reschedule the appointment.
* The cancellation fee will be equal to the GST inclusive amount of the appointment fee for the cancelled appointment as detailed in the Financial Services Guide (contact us for a copy).
To cancel or reschedule your appointment, please call 1300 277 777.
*Our Comprehensive Financial Advisers are authorised to provide advice by Guideway Financial Services (ABN 46 156 498 538, AFSL 420367). Guideway is a licensed financial services business providing CSC Comprehensive Financial Advisers with support to provide members with specialist advice, education and strategies.
Speak with a Super Specialist
Just like a routine health check, it’s important to regularly check in with your finances. A Super Specialist can assist you to set your super up to match your financial goals.
Talk to us