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Financial
planning
and advice

Wherever you are in life, the right financial advice can set you up for a future full of positivity. Here’s how Hostplus can help you.

When to get advice

Whether you’re taking the next step in your career, starting a family or approaching retirement, getting expert and informed advice can make a big difference to your finances.

So when’s the best time to get advice? The short answer is any time you feel you’re ready. Having a conversation about your financial future is the first step to understanding what’s right for you – and what’s possible. Here are some ways our specialists can help.

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First or new job

  • Opening an account with a super fund
  • Building your balance
  • Starting to consider your insurance needs
     
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Changing jobs

  • Consolidating super funds
  • Building your balance
  • Exploring the right investment options or asset mixes
  • Getting the right insurance
     
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Starting a family

  • Maximising government benefits
  • Understanding what happens to your super while on parental leave
  • Developing an estate plan
  • Getting the right insurance or updating your current insurance
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Retirement planning

  • Building your balance
  • Changing or updating your insurance
  • Identifying options for a lump sum payment (such as an inheritance)
  • Establishing tax-effective retirement income streams
  • Understanding how much you’ll need for retirement

Transitioning to retirement

  • Establishing tax-effective retirement income streams
  • Reviewing your super
  • Developing an estate plan
  • Maximising government benefits
  • Considering aged care options

Our financial
advice options

At Hostplus, we offer a range of options to ensure you get the right level of advice to suit your changing needs.

Online advice tool

Take the first step to making the most of your super using SuperAdviser, our easy-to-use online tool that delivers.

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Phone-based super advice

Our superannuation advisers provide advice that is limited to contributions, insurance and investment options relating to your Hostplus account. If you need something more, we can get you the right advice for a fee. 

Face-to-face financial planning

Need advice on how to plan for the retirement you want? We offer comprehensive advice from qualified financial planners, and you decide and pay for the advice you want.

Your goals are ours, and we’re ready to reach them together.

Financial advice
for everyone  

Specialist advice

Get professional advice from qualified financial planners.

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See the whole picture

Our financial planners can give you a holistic view of your situation, including wealth management outside of your Hostplus super.

Receive specialist retirement advice

As you approach retirement, get specialist advice to maximise your super, including any government contributions you might be eligible for.

Meet your financial goals

Our financial planners aim to provide you with the confidence, guidance and clarity you need to identify and meet your financial goals.

Protect yourself and your family

Get peace of mind by putting the right insurance in place to protect your most important assets – yourself and your family.

Grow your wealth

Build an investment portfolio to grow your wealth and increase your financial independence.