advice

Expert help is all part of being a HESTA member. You choose how you access it: from advice in person or over the phone, to information sessions near you and online tools and calculators.

why get help?

Make the most of your super

We can help you to understand your super options, including contributions and investment options and setting up a HESTA Transition to Retirement or Income Stream.

Work towards your goals

We can work with you in planning for your retirement, including strategies to grow your wealth, reduce tax, help with budgeting, Centrelink benefits and protecting your loved ones.

 

 

how can we help?

Super health check

We can help you with your super, whatever age you are. It's always a good time to check in and see what else you could be doing for your future. Talk to us whenever you need — there's no extra cost, it's all part of being with HESTA.

Super health check 

Retirement Hub

Our Retirement Hub can help you with all super and retirement planning relating to your HESTA account, to help you feel ready and excited for your next chapter. From maximising your potential Centrelink entitlements to drawing on your super to live the life you want, we're here to support you.

Retirement Hub 

Full financial advice

If you need comprehensive financial advice — help with more than just your super or retirement income stream — you can meet with our Super Advisers to discuss your needs and whether you might benefit from full advice. We may then refer you to our partner network.

Full financial advice 

what our members say about getting help with HESTA

“The adviser was very easy to communicate with and showed a lot of patience towards us whilst explaining everything.” - Alexander

hear from other members:
how a little advice goes a long way

 

 

Christie sought advice for reassurance in the lead up to her retirement

I was not feeling confident, as this was a big step and I did not want to make any mistakes which I might regret later. So when I started thinking about finishing work, I phoned HESTA to ask for advice.

Read Christie's story 

With help from HESTA, Victor is kicking goals and achieving his retirement dreams

I’m now working with my HESTA Superannuation Adviser to start my retirement plan and set up a HESTA Income Stream. My adviser helps me by building my confidence and managing the current and future risk so I can achieve what I expect from my retirement.

Read Victor's story 

 


other ways to get advice and learn

 



Future Planner

Our Future Planner tool helps take away the mystery around your financial future. See how much money you're projected to have in retirement and your options for growing your super.

Log in to discover Future Planner >

 

 



Information sessions

Our information sessions cover multiple topics and are offered across a range of dates and times. That way you can choose a session that’s convenient for you.

Register for an information session >

 

 

 



Tools and calculators

Ready. Set. Plan. Our simple online tools are a good starting point for getting your super and finances sorted.

Tools and calculators >

 

 

 

 

 

Log in to your online account