Advice services that can assist you and your staff

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Advice services that can assist you and your staff

• Chris Munro
• Executive Manager Superannuation Advice

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Why VicSuper we are your default fund

• We have five advice centres
• 2 metropolitan Melbourne Blackburn
• 3 regional Geelong, Bendigo Traralgon
• Within our advice centres we have over 40
  qualified financial planners who can provide you
  and your staff with advice
• All profits made by VicSuper are reinvested back
  into the Fund this allow us to expand our
  services to members and employers

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Our services to you

• Tailored education based seminars include-
• Welcome to VicSuper
• Building your super
• Retirement planning options for ESSSuper members
  (Revised, New, SERB Transport) Schemes

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Our services to you

• Tailored education based seminars include-
• Super for every super woman
• Transition to retirement
• About to retire
• Understanding retirement income streams

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Our services to you

• General advice sessions-
• Ideal for those who dont need an interview just
  yet, but who have a couple of questions theyd
  like answered in the 5 to 10 minutes they have
  available
• We can run these sessions at your workplace at a
  mutually convenient time

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Our services to you

• Interviews (these can be general or personal
  advice)
• These can take place at one of our advice centres
  or may include the option to have an interview at
  your worksite if convenient

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Our services to you personal advice

• What we would discuss with you in an interview
• We evaluate your current position including
  income, expenses, assets and liabilities. We ask
  about what lifestyle goals you have now and upon
  retirement. Then, if appropriate we recommend a
  course of action to address those short term and
  long-term goals
• We understand and know how your super fund
  operates and options available within your fund.
  We are experts in this field, we understand how
  it can be used with other investments you may
  have. Finally, we take into consideration any
  possible Centrelink/Government concessions
  available to you and your partner
• We do all of the above at no additional cost to
  you

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Our services to you personal advice

• Should I still see you if I already have an
  adviser?
• Yes, your super (after family home) is likely to
  be your next biggest asset upon retirement
• Yes, a second opinion may provide new insights
  for your financial situation or provide
  confirmation of strategy employed
• You will received a free written report from us
  most organisations charge a separate fee for this
  type of advice

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The VicSuper difference

• We want to help you make sense of your super, we
  are passionate, dedicated team whose primary
  objective is to help you prepare for and meet
  your retirement income goal
• We provide products and services that can meet
  your needs throughout your life (not just whilst
  you are at work)
• Our competitive fee structure
• We are committed to looking after tomorrow today
  we believe superannuation and sustainability
  are intertwined

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Thank you enjoy your conference