What can I be advised on?

We’re all different, which means there’s no one size fits all approach to financial advice. That’s why AUSCOAL Advice offers a range of financial advice options, from free simple super-related advice to full financial plans.

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Did you know...

AUSCOAL Advice can advise you over the phone or face to face and if the advice is super-related, your fees can be deducted from your AUSCOAL Super account.

Free specific advice about your super account

Includes telephone (or face to face if needed) advice on:

  • the best way to grow your super
  • which investment option is right for you
  • whether having just one super fund will leave you better off.

 

Complex advice about your super account - $110

Includes advice on issues like account-based pensions or a financial review of your super account.

Fee: deducted from your AUSCOAL Super account.

 

Quick advice on a non-super financial issues - $330

Includes a review of your financial situation or advice on:

  • life and disability insurance, including income protection
  • saving plans.

Fee: paid directly to AUSCOAL Advice.

 

A full statement of advice or annual financial review of your whole financial situation - $1,100

Includes advice on:

  • retirement planning
  • wealth creation
  • estate planning
  • debt management.

Fee: paid directly to AUSCOAL Advice. If advice is super related, deducted from your AUSCOAL Super account.


AUSCOAL Advice Financial Services Guide

AUSCOAL Advice