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Advice services that can assist you and your staff

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Advice services that can assist you and your staff Chris Munro Executive Manager Superannuation Advice Why VicSuper we are your default fund We have five advice ... – PowerPoint PPT presentation

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Title: Advice services that can assist you and your staff


1
Advice services that can assist you and your staff
  • Chris Munro
  • Executive Manager Superannuation Advice

2
Why VicSuper we are your default fund
  • We have five advice centres
  • 2 metropolitan Melbourne Blackburn
  • 3 regional Geelong, Bendigo Traralgon
  • Within our advice centres we have over 40
    qualified financial planners who can provide you
    and your staff with advice
  • All profits made by VicSuper are reinvested back
    into the Fund this allow us to expand our
    services to members and employers

3
Our services to you
  • Tailored education based seminars include-
  • Welcome to VicSuper
  • Building your super
  • Retirement planning options for ESSSuper members
    (Revised, New, SERB Transport) Schemes

4
Our services to you
  • Tailored education based seminars include-
  • Super for every super woman
  • Transition to retirement
  • About to retire
  • Understanding retirement income streams

5
Our services to you
  • General advice sessions-
  • Ideal for those who dont need an interview just
    yet, but who have a couple of questions theyd
    like answered in the 5 to 10 minutes they have
    available
  • We can run these sessions at your workplace at a
    mutually convenient time

6
Our services to you
  • Interviews (these can be general or personal
    advice)
  • These can take place at one of our advice centres
    or may include the option to have an interview at
    your worksite if convenient

7
Our services to you personal advice
  • What we would discuss with you in an interview
  • We evaluate your current position including
    income, expenses, assets and liabilities. We ask
    about what lifestyle goals you have now and upon
    retirement. Then, if appropriate we recommend a
    course of action to address those short term and
    long-term goals
  • We understand and know how your super fund
    operates and options available within your fund.
    We are experts in this field, we understand how
    it can be used with other investments you may
    have. Finally, we take into consideration any
    possible Centrelink/Government concessions
    available to you and your partner
  • We do all of the above at no additional cost to
    you

8
Our services to you personal advice
  • Should I still see you if I already have an
    adviser?
  • Yes, your super (after family home) is likely to
    be your next biggest asset upon retirement
  • Yes, a second opinion may provide new insights
    for your financial situation or provide
    confirmation of strategy employed
  • You will received a free written report from us
    most organisations charge a separate fee for this
    type of advice

9
The VicSuper difference
  • We want to help you make sense of your super, we
    are passionate, dedicated team whose primary
    objective is to help you prepare for and meet
    your retirement income goal
  • We provide products and services that can meet
    your needs throughout your life (not just whilst
    you are at work)
  • Our competitive fee structure
  • We are committed to looking after tomorrow today
    we believe superannuation and sustainability
    are intertwined

10
Thank you enjoy your conference
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