Our Superannuation Advisers can help with your super advice needs by providing one-on-one personal advice on HESTA products. But sometimes you need advice about your whole financial situation.
We’ve got you covered!
Get in touch with one of our Super Advisers to discuss whether you might benefit from full advice.
If you agree, we can refer you to a third party advice provider that can help you with all your financial planning needs^.
We value the trust you put in us to manage your retirement savings. So when you need more financial advice than we’re able to provide you, we can refer you to a HESTA partner. We have chosen nine like minded practices from across the Fortnum Private Wealth Services* network to be our comprehensive advice partners.
Your HESTA Superannuation Adviser will explore your advice needs with you.
If you agree you need advice outside super (e.g. non-super investments, Centrelink, debt management) HESTA will refer you to our partner network. This advice can include your spouse and family if required.
A member of the Fortnum network will contact you to explain how their service works, including the scope and cost of advice, which partner will provide the advice, and confirm you’d like to meet with them.
You’ll have an initial consultation with the advice partner in your state and decide if you need a full financial plan.
If you decide to go ahead, your financial adviser will work with you to create a plan that is tailored to your situation.
When a need for financial advice is discovered through a chat with a HESTA team member, you’ll first be contacted by one of the team at Lifestyle Financial Services — who are part of the Fortnum Group. They’ll talk through your needs and if you choose to move forward with advice, you’ll either continue the relationship with Lifestyle or they’ll refer you to one of our other advice partners nearer to your home.
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.
Get retirement advice
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
Our member-only Future Planner tool helps you explore how much money you may need in retirement, how much you’re projected to have, and your options to grow your super.
Learn more about Future Planner^ Fees for advice may apply.
* HESTA has a referral arrangement with Fortnum Private Wealth Limited ABN 54 139 889 535, AFSL 357306 (Fortnum) to provide comprehensive advice services to HESTA members. The Trustee does not have any relationships or association with Fortnum that could reasonably be expected to influence the provision of their advice services. HESTA does not guarantee and is not responsible for any advice provided by Fortnum and their adviser network, the quality of the advice or their obligations. Generally, any cost for personal advice in relation to your HESTA products can be deducted from your HESTA account. This cost will be agreed with you prior to deduction of the fee. HESTA does not receive any commissions for the advice provided.
**Lifestyle Financial Services Pty Ltd (ABN 85 065 161 391) is a Corporate Authorised Representative of Fortnum Private Wealth Limited, ABN 54 139 889 535, AFSL 357306 (“Fortnum”).