When you receive our advice

Following your first meeting, you will be provided with a review of your situation, and a summary of your discussions and recommended next steps.

The next step

Your financial planner from Health Super Financial Planning will present you with two options depending on their assessment of your situation:

(i) You can proceed with a discussion paper so you can consider a range of options to best suit your situation and objectives; and/or

(ii) You can proceed to a full financial plan for your final consideration.

Your financial plan

Your financial plan provides you with a highly detailed assessment of your financial situation, and the recommended financial plan.

Health Super Financial Planning will assist you in all aspects of implementing your financial plan, including:

• periodical performance reviews;
• half yearly reporting;
• the option of a full face-to-face review every 12 months, or more frequently if you wish.

For more information, or to make an appointment to speak with a financial planner from Health Super Financial Planning, call 1300 78 02 23.