Travel, hobbies, sea change? Just more time living and less working? No matter how close retirement is, you probably have some idea of when you’d like to stop working and what you’d like to do when that happens.
But do you have a plan for how to get there? Does it seem too much trouble, too costly and too hard to find someone you trust to help?
One thing’s for sure, if you don’t plan for the future you won’t be prepared for it. But with the right advice from a partner you know and can trust, you can relax and feel confident you’re on the right track.
That’s where Sunsuper and the SunTracker program come in. With our help and support you can get on track to make your dreams more than dreams, whatever they may be.
The SunTracker program helps you picture the lifestyle you’d like in retirement. You and your Sunsuper financial adviser will talk over the phone about where you want to be when you stop working. Then you’ll learn about the things you can do now so you’re ready for the best years of your life.
When you join the SunTracker program we’ll talk to you about:
- Where you want to go.
- Where you are headed.
- If you are on track.
- What you can do if you’re not on track.
As a Sunsuper member, you won’t pay any additional costs for your initial plan and three-year check-ups. Sunsuper qualified financial advisers (1) can give you simple advice about your Sunsuper account at no additional cost, quickly over the phone. For more comprehensive advice, we may refer you to an accredited external financial adviser (2). Advice of this nature may incur a fee.
For more information, visit sunsuper.com.au or call us on 13 11 84.
1. Sunsuper employees provide advice as representatives of Sunsuper Financial Services Pty Ltd (ABN 50 087 154 818 ASFL No. 227867) (SFS) wholly owned by the Sunsuper Superannuation Fund.
2. Sunsuper has established a panel of accredited external financial advisers who are not employees of Sunsuper. Sunsuper is not responsible for the advice provided by those advisers and does not receive or pay any referral fees. These advisers will explain to you how their advice fees are determined.
Sunsuper Pty Ltd ABN 88 010 720 840, AFSL No. 228975, is the Trustee and issuer of the Sunsuper Superannuation Fund ABN 98 503 137 921, USI 98 503 137 921 001. This communication contains general information only. Any advice does not take into account your personal objectives, financial situation or needs. You should consider the appropriateness of any advice having regard to your personal objectives, financial situation and needs before acting on that advice. You should consider the relevant Product Disclosure Statement before deciding to acquire, or continue to hold, any financial product.