Review Program
Whether you are close to, planning for, or in retirement, it’s important that you review your overall financial situation at least once a year to ensure your plans are on track.
The HSFP Review Team works to provide you with regular ongoing reviews to ensure your financial pan stays on track.
You may require slight adjustments to your financial plan, particularly when your personal circumstances change, or to respond to changes in legislation or investment markets.
Health Super Pension members automatically become clients of Review Program to assist with monitoring your Pension.
The Review Program provides you with:
- A quarterly pension statement
- A quarterly emailed newsletter “The Pulse”
- Free annual review appointment with a Financial Planner
- Pension member seminars.
- The Review team provides you with a personalised one on one service with a dedicated financial planner who can provide advice on many topics such as:
- Ensuring Transition to Retirement pensions are being utilised effectively;
- How to maximise Centrelink benefits and minimise aged care fees;
- Gifting strategies to minimise tax and maximise control over assets;
- Estate Planning; and
- Funeral Bonds
Your HSFP review planner can provide you with help either over the phone or in person. You will also be fully informed throughout the process and kept up-to-date with every aspect of your Pension.
This advice is provided on a fee-for-service basis. Health Super Pension members are entitled to an annual free review appointment. For non-pension members, review appointments charged at a set hourly rate. Should any written advice be requested, the price for this will be quoted and agreed in your appointment.
To book your review appointment, click the Book an Appointment tab.