let’s talk

As a HESTA member, you're never alone. We have dedicated experts ready to help with advice about your super, insurance, investments and more.

start here

 

Although you probably manage the household finances and are a whizz at making your budget stretch, you may not have thought about how to get your super working harder. (And if we’re honest, you probably don’t even have the time!)

Professional advice can be invaluable when it comes to planning for the future. Our team of qualified professionals can chat to you over the phone or in person.

Talk to us today about:

  • choosing the right investment options
  • setting yourself up with the insurance cover you need 
  • help understanding how much you should be contributing to your super to set yourself up for the future. 

Make an appointment today. We'd love to talk to you.

 

 

 

taking it to the next level

 

When you need that extra level of help we can connect you with qualified, low-cost financial planners or super advisers. And because it's HESTA, you know we're not paying commissions, so it's all about you and your goals.

 

Financial planning

A HESTA financial planner will meet with you and can provide personalised advice on:

  • investing outside super
  • advice for couples
  • super comparisons
  • Centrelink strategies
  • estate planning
  • aged care options
  • ongoing review service
  • wealth protection.

There are fees for this service, but they will vary depending on the type of advice you need. We'll tell you the fees up front once we understand what you're after.

 

Retirement planning

A specialist HESTA super adviser can offer advice related to HESTA Income Stream, including:

  • Accessing super before you retire so you can wind down gradually
  • Reducing the tax you pay now so you save more for later
  • Setting up an income stream once you cease work so you can generate tax-free income

This service is offered for a low fixed fee of $495. This can be deducted directly  from your HESTA account.

 

ready to chat?

 

Fill out this form, press submit and one of our team members will contact you to arrange a time to talk with an adviser or planner.

We are always happy to make a time to talk by phone and when our team contact you that will be the first type of appointment they offer.

If you are hoping to talk to an adviser or planner face-to-face there might be a bit of a wait for those appointments as they are very popular this time of year! 

If you're interested in learning more about the 1 July changes sign up for one of our webinars here.