If you’ve retired or are getting close to retiring – and you want to make the most of your retirement years – it's more important than ever to get good financial advice.

You’ll probably need some assistance to determine the best way to access your super, tax advice and solutions for making your money last as possible.

Will you need access to Government benefits to supplement your income?

Whatever your situation, a financial planner can help you fine tune your investment strategies throughout retirement. A financial planner can help you:

• determine suitable pension products
• manage investments
• plan your estate
• manage lump sum payments
• manage social security implications and benefits
• minimise your tax.

Where can I get financial advice?

As a member of Health Super you have access to a qualified financial planner at a reduced rate through Health Super Financial Planning.

To start your retirement planning and/or to consider your future years call Health Super Financial Planning on 1300 780 223.

Need more information? Attend a seminar

To assist you in making decisions to help you plan for your retirement, Health Super Financial Planning conduct regular seminars on various topics. These seminars are provided at no additional cost and cover a range of general topics including:

• being comfortable in retirement
• making the right investment choice
• super tax breaks
• what support Centrelink provides
• how to access your super
• retirement income streams – Health Super Pensions.

Make a booking and find out more about our current seminar schedule.

Health Super Financial Services Pty Ltd (trading as Health Super Financial Planning) ABN 37 096 452 318, AFSL No. 240019 is a wholly owned subsidiary of Health Super Pty Ltd (the Trustee of Health Super). Health Super Pty Ltd pays Health Super Financial Planning (HSFP) half of the annual 1% account keeping fee charged for Health Super’s Pension products. Health Super Pty Ltd also pays a variable monthly amount to HSFP to conduct member seminars. Health Super is not a representative of HSFP and receives no commission when making a referral to this service.