Financial Planning

Feel good about your future

A one-on-one with a Media Super Financial Planner* will help you set yourself up for the lifestyle you want to lead. 

Great advice designed for you

Putting a solid financial plan in place will bring you closer to making your post-working life dream a reality.

At Media Super we want to see you achieve your goals. That’s why we offer all members the opportunity to meet with our Financial Planners* to assess the health of their super, set goals and develop strategies to achieve them. 

how a financial planner can help you

Media Super Financial Planners* can help you make informed decisions and provide you with the right tools to build your retirement savings. Our planners are dedicated to providing high-quality, non-commission based and personalised financial advice to members.

Our fund based planners can look specifically at your superannuation and retirement needs and help you navigate the following topics, including: 

  • Determining the right investment strategy for you
  • Creating a savings plan or taxation strategy to maximise the potential of your super
  • Exploring different options when planning for retirement, including taxation, Centrelink and Age Pension eligibility
  • Transition to Retirement (TTR) and retirement pensions
  • Investing outside of super
  • Assessing your insurance needs

And much more. 

A free initial one-hour consultation

As a valued member you are entitled to an initial one-hour face-to-face or telephone consultation with a Media Super Financial Planner at no cost and no obligation.

This initial consultation will help you understand how the financial planner may be able to assist you, your planner will discuss the nature of any advice they might recommend and provide a fixed price fee quote for your consideration. Should you choose to proceed with the personal advice, you can authorise the Fund to deduct the eligible advice fee from your Media Super account.

Your planner will provide you with a Statement of Advice, including details of the fees payable.

Visit our Financial Planners page to find a planner near you and to make an appointment, or read the Financial Advice Services fact sheet for more information.

*Media Super has engaged Industry Fund Services (IFS) ABN 54 007 016 195 AFSL No 232514 to facilitate the provision of financial advice to members of Media Super. Advice is provided by one of our Financial Planners who are Representatives of IFS. Fees may apply. Further information about the cost of advice is set out in the relevant Financial Services Guide, a copy of which can be obtained by calling IFS on 1300 138 848. IFS is responsible for any personal advice given to you by its Representatives.

 Media Super does not pay commissions to Financial Planners, tax advisers or sales agents.