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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.

Book an appointment

What is the process?

Hostplus face-to-face planning process

This website is issued by Host-Plus Pty Limited ABN 79 008 634 704, AFSL 244392 as trustee for the Hostplus Superannuation Fund (the Fund) ABN 68 657 495 890, MySuper No 68657495890198. Hostplus Self-Managed Invest (SMI) is issued by Host-Plus Pty Limited ABN 79 008 634 704, AFSL 244392 as trustee for the Hostplus Pooled Superannuation Trust (PST) ABN 13 140 019 340. It contains general advice only and does not take into account your personal objectives, financial situation or needs. You should consider if this information is appropriate for you in light of your circumstances before acting on it. Please read the relevant Hostplus Product Disclosure Statement (PDS) or Hostplus SMI PDS before making a decision about Hostplus. For a description of the target market, please read the Target Market Determination (TMD), available at hostplus.com.au. You can view detailed disclaimers here. 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 for Comprehensive Financial Advice, further information about the cost of comprehensive 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.