Financial Advice
Thinking about retirement? Call on your Quadrant financial planner.
Fees
We provide two levels of advice. As a member owned fund, our fees are cost-based, not profit-based. This means we can provide our financial service packages at extremely competitive rates.
Simple advice
For Quadrant members, simple advice is free. Our Member Services team can provide advice on your Quadrant account including:
- contribution strategies
- investment options
- group insurance within the fund
- financial hardship.
Personal advice
Personal advice includes tailored advice and recommendations from a Quadrant financial planner that take in to account your personal goals, circumstances and needs.
We offer the following advice packages and fees vary depending on your package of choice:
- Retirement package
- Retirement package plus
- Transition to retirement
- Wealth creation package
As well as advice about super and retirement, we can also help with:
- margin lending
- gearing
- managed funds
- estate planning
- investments outside of super.
Not sure which level of advice you need
If you're not sure whether you need simple advice or personal advice, you can phone our Member Services team on 1800 222 209 or email us on members@quadrantsuper.com.au and we'll help you decide.
