Financial advice
We offer members a free, simple super health check over the phone to cover the basics. If you’re after more complex advice, tailored to your individual situation, Mine Super Financial Advice can work with you to develop a plan that will meet your goals.
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.
Advised Australians are better off
What to expect from Mine Super Financial Advice
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:
- Preparing for retirement with a pre-retirement pension strategy.
- How to best maintain a steady income.
- Have I made the right investment choice for my circumstances?
- How much money do I need in retirement?
- Is an account-based pension right for me?
- How do I get the most from Centrelink?
- Transferring wealth with estate planning.
Your first advice appointment
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.
Decide what you need from an adviser
Taking the time to find the best financial adviser for you is important. For more information on how to choose a financial adviser, check out the Getting good financial advice factsheet (PDF).
Make an appointment
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.
Confirm what you need to bring along
After you’ve booked your appointment, you’ll receive an email to confirm the appointment and any documents you should take with you.
Meeting your financial adviser
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.
Presenting and implementing the advice
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.
What our members have to say
Book an appointment
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.