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Start planning for a stress-free retirement

Money can be a source of stress, especially with the rising cost of living.

That's why at Hostplus you get an initial assessment of how you're tracking on your retirement goals for $295^. Then our qualified financial planners can provide personal advice to help with:

  • Getting the most out of your current financial situation
  • Building a realistic plan for a comfortable retirement
  • Accessing your super while you're still working
  • Helping make your income last through retirement.

Let our financial planners help you get the retirement you deserve.

^ If you proceed to receive full comprehensive financial advice, which will include a tailored comprehensive Statement of Advice, additional fees will be payable. Depending on your needs, these fees will generally range between $1,500 and $4,000.

Retirement planning services

After our initial assessment of your financial situation for $295^, you can choose the level of advice you need. Fees are pay-as-you-go, and any superannuation-related fees may be deducted from your Hostplus account.

Looking for guidance about your retirement? We can help you with these questions and more.

  • How can I ensure my retirement plan is tax-effective adequate for my needs?
  • What strategies can I use to create wealth, within and outside of superannuation?
  • How should I manage contributions for myself and/or my spouse?
  • What are the best insurance arrangements for my situation, both within and outside of super?
  • How can I effectively plan my estate to ensure my wishes are carried out?
  • What steps can I take to maximise Centrelink entitlements?
  • What should I consider when planning for aged care for my parents or myself?

^ If you proceed to receive full comprehensive financial advice, which will include a tailored comprehensive Statement of Advice, additional fees will be payable. Depending on your needs, these fees will generally range between $1,500 and $4,000.

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We offer access to education and tailored retirement advice* through SuperSmart.
This interactive platform is available via Member Online at no additional cost.


Ready to get in touch?

If you'd like to arrange an appointment, please provide us with some details1 and one of our friendly Advice Team will contact you at your preferred time.


Hostplus retirement planning

'The most surprising thing was that we were told, “Yes, we can afford to retire.” And that was such a relief.'

Your Retirement 
Planning Journey

  • You can request a callback via the online ‘Book a callback’ form. Then, at the appointed time, you’ll speak to one of our friendly Advice Support Officers who will determine the level of financial advice you need.  
  • They’re also licenced to provide general advice. 
  • A financial planner will assess your information and undertake comprehensive modelling to determine whether you’re on track for retirement, for a fee of $295.^ 
  • Next, you’ll meet with your planner to discuss in more detail how you picture your retirement. You’ll clarify your goals, your current financial situation and potential strategies that could help you achieve a better retirement. 
  • Then it’s your call whether you continue the comprehensive personal retirement advice journey. If you decide to continue, you’ll build a plan to guide you from where you are to where you want to be, with fees for services provided, payable as you go. 

^ If you proceed to receive full comprehensive financial advice, which will include a tailored comprehensive Statement of Advice, additional fees will be payable. Depending on your needs, these fees will generally range between $1,500 and $4,000.

Our planners will walk you through the financial planning process, but it’s worth thinking about the following before you first make contact: 

  • What’s your current financial situation? What income, expenses and debts do you have? Do you have any insurance?  
  • What are your financial goals? What are you seeking to achieve? What are your priorities? 

If you’re not ready right now, you only pay the initial fee of $295 to cover the costs of the modelling and analysis. This will show you how you’re tracking to your ideal retirement. This fee may be deducted from your super.