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Face to face planning.

Having a financial plan can help you make the right investment decisions now, to ensure you meet your future goals.

That’s why with Hostplus, you can access expert financial planners, dedicated to helping you achieve your retirement goals, including making sure you have enough for retirement, and that you're making the most out of your super.

The holistic approach considers all aspects of your financial journey including:

  • superannuation, including contributions and investment allocation
  • tax effective retirement planning, including Transition to Retirement
  • wealth creation including investments outside of super
  • maximising cash flow, income and debt management
  • maximising your Centrelink entitlements
  • the right insurance for your life stage, and
  • estate planning, to ensure your money goes where you intend upon your passing.

What is the process?

Hostplus face-to-face planning process

*Hostplus has engaged Industry Fund Services Limited (IFS) ABN 54 007 016 195, AFSL 232514 to facilitate the provision of personal financial advice to members of Hostplus. Advice is provided by financial planners who are Authorised Representatives of IFS. Fees may apply. Further information about the cost of advice is set out in the relevant IFS Financial Services Guide, a copy of which is available from your financial planner.  
^Hostplus has engaged Link Advice Pty Ltd ABN 36 105 811 836, ASFL 258145 to facilitate the provision of limited personal financial advice to members of Hostplus via the web-based product Super Adviser. 
#Hostplus Superannuation Advice Consultants are Authorised Representatives of Link Advice Pty Ltd ABN 36 105 811 836, ASFL 258145 and facilitate the provision of limited personal advice about Hostplus products to Hostplus members through Super Adviser. To obtain a Link Advice Financial Services Guide please visit Link Advice is responsible for any advice obtained through Super Adviser.