With the pension age rising, it's never been more important to save for your retirement. Superannuation is essentially saving for your retirement, with great potential tax advantages. With a good financial plan you can maximise your options, plan for your retirement, and once you've retired – relax and enjoy it.

Your Financial Planner can help you to understand the answers to the many common questions concerning retirement. He or she will focus on understanding your retirement lifestyle goals and implement strategies to help you achieve them.

Your Financial Planner will pay particular attention to maximising your superannuation contributions while you're working and identifying the concessions which may be available to you now and in the future.

Importantly, whilst it's never too early to start thinking about your desired retirement lifestyle, we can also assist you to maximise your benefits even if you are close to retirement, or if you are forced to retire early or unexpectedly.

Speak with your Financial Planner about strategies to maximise your options today.

    Set your goals

    It's important to have a goal in place when making plans for your future. A handy calculator from Moneysmart can help you work out how much super you'll have when you retire and how fees will affect your final payout.

    FAQs

    • Will you only recommend People's Choice products?

      No. People's Choice is not owned by a product manufacturer and People's Choice Financial Planners are able to use a range of both industry and retail superannuation funds to meet your needs.
    • Why did People's Choice partner with Australian Super and Statewide?

      Industry super funds are a large portion of the Australian Super fund offering. They provide our members with more choice and a cost effective way of looking after their super funds. It also allows our financial advisers to give advice on funds that our members may already hold prior to seeking advice.
    • How can a Financial Planner help me?

      Our qualified Financial Planners have the training and experience to help you in a number of areas. A People's Choice Financial Planner will help you identify your personal & financial goals, and put in place a plan to help you achieve them.
    • How do I get in touch with a Financial Planner?

      To make an appointment today please visit our website or contact the Financial Planning Support Team on 1300 132 982 or at fpsupport@peopleschoicecu.com.au.
    • How much does it cost to see a Financial Planner?

      There is no cost for the first appointment as this is about getting to know you and whether People’s Choice Financial Planning is the right fit for you. Before any fees are paid you will be provided with a fixed price.
    • What services do Financial Planners provide?

      We provide a number services including, but not limited to, Superannuation, Retirement, Pre-Retirement, Personal Insurance for you and your family, Wealth Accumulation outside superannuation, Self Managed Super Funds, Centrelink and Aged Care, Debt Reduction and Estate Planning.
    • When should I see a Financial Planner?

      Generally, the main reasons most people seek financial advice is to either protect themselves and their family in the event of serious illness or injury, grow their wealth through their working years and plan for retirement. We can help with all of this and more, but above all , we can help provide peace of mind so that you can enjoy the important things in life. It is never too late to seek advice from a Financial Planner, but it is always better to start early. Remember, the best time to invest was 20 years ago, and in 20 years time, the best time to invest would be today. Our experienced Financial Planners can help you plan for your future and protect your family at any time or at any stage of your life.

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    How do I get started?

    You can send an online enquiry to one of our Financial Planners or call 1300 132 982 (9am - 5pm Mon - Fri ACDT) to arrange for a Financial Planner to contact you.
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