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Fees and conditions appearing on this website apply to members who join the Trust on or after 1 July 2011. Existing members' fees and conditions are as notified.
 

GET YOUR FINANCES IN GOOD SHAPE
 
 

Have you noticed how people who use a personal trainer have more success getting in shape and staying that way? It’s a step-by-step process that takes time, effort and a little know-how and it’s a lot easier if you have a trainer showing you the way.

Getting your finances in good shape is no different. A financial adviser can be your own personal coach – helping you take control, get on track with your financial plan, and get where you want to be.

A typical program

  • Evaluate your current financial position
  • Consider your attitude to money and your investment style
  • Identify your needs
  • Set goals you can achieve
  • Prepare a financial plan that’s tailored to your needs
  • Put your plan into action
  • Review your plan once a year.

And it’s not just about super. Investments and insurance advice, tax, social security, and estate and retirement planning are just some of the other areas that an adviser will consider as they guide you through your financial fitness program.

Need an adviser?

If you don’t already have a financial adviser, but would like to be put in touch with one, call us on 1300 880 588, email us or go to my ebenefits, Aon's extra benefits program.