We all have financial goals, but not all of us know how to achieve them. Our fee for service personal financial advice is designed to help you build, manage and protect wealth, so you can make the most of your personal financial situation.
Fee for service personal financial advice is available to all MilitarySuper and DFRDB members and their partners. Call 1300 277 777 to book an appointment today.
We provide specific and tailored advice about
- maximising your super
- tax effective strategies to build wealth
- transition to retirement
- retirement income stream options
- investments (both inside and outside of superannuation)
- life and income protection insurance
- estate planning
Advice you can trust
CSC’s authorised* financial planners are trained to be experts in DFRDB and MilitarySuper.
Financial advice is provided solely in your best interest. There are no obligations, commissions or hidden fees.
CSC’s planners are based in Melbourne, Canberra, Sydney and Brisbane. If you don’t live in or near one of these cites, see the on the road advice schedule. There may be a location and date convenient for you.
Our authorised financial planners are authorised to provide advice by Guideway Financial Services (ABN 46 156 498 538, AFSL 420367.). Guideway is a licensed financial services business providing CSC financial planners with support to provide members with specialist advice, education and strategies.
Your initial advice appointment will cost $185. No personal advice is provided in this appointment, although you may receive general advice.
Once you discuss your financial situation and goals with your planner, you'll get a quote detailing the type and cost of the personal advice that may help you.
As a guide, the average cost for comprehensive advice is around $3,300. Depending on complexity the cost may increase up to $6,600.
You only pay for the advice you want. You know the exact cost beforehand and will never have to pay any commissions or hidden fees. Cost is based on the time it will take to create your plan, including preparation of a statement of advice.
Further information, including fees, is detailed in the CSC Financial Services Guide [PDF 207 KB].
Ongoing advice service
We believe that clients who regularly review their financial situation, needs and objectives are more likely to achieve their milestones and make superior decisions in managing their financial situation. To ensure the advice that you receive remains appropriate to your changing personal and financial circumstances, CSC’s financial planners also offer an Ongoing Advice Review package. For more information, see Ongoing advice service.