We have offices near key mining regions to make it easier for members to drop by, or we can help over the phone or via video link. We also work with employers to provide valuable financial literacy presentations and financial advice appointments at work sites across Australia.
Could you benefit from advice? The team at Mine Super Financial Advice is here to help you make confident and informed financial decisions. Advisers can answer questions or prepare strategies around things like:
Financial advisers from Mine Super Financial Advice support you with quality advice and recommend what they think is best for you and your future. Here are five simple steps to walk you through the Mine Super Financial Advice process and help make your financial goals an achievable reality.
You can request an appointment with Mine Super Financial Advice online or over the phone. We’ll work with you to make sure the time and location work for you or we can help over the phone or via video link.
After you’ve booked your appointment, you’ll receive an email to confirm the appointment and any documents you should take with you.
During your appointment, your adviser will ask questions about your personal circumstances. You'll discuss your needs and objectives, including what income you need both now and when you stop working. During your appointment your adviser will discuss the fees and how you’d like to proceed.
After you’ve agreed to the fees, and following your appointment, your financial adviser will create a realistic financial plan to help make your goals a reality. You’ll then meet with your adviser again where they’ll explain their advice. They'll also provide you with various documents, including a Statement of Advice (your financial plan) and Product Disclosure Statements that describe each product or service they’re recommending.
If you’re happy with the recommendations, you’ll be asked to sign an authority to proceed and your adviser will help implement the advice. Once it’s all done, Mine Super Financial Advice will let you know when this has happened and you’re on your way to achieving your goals.
Remember, financial advice is not ‘set and forget’, so it’s important to regularly check in with your adviser and make sure they know if your circumstances change at all.
Could financial advice help you? The team at Mine Super Financial Advice is here to provide the help you need to make confident and informed financial decisions.
Meet the team or request an appointment with Mine Super Financial Advice by clicking the button below.
You can also check out the MoneySmart website for more information.