1. Advice services that can assist you and your staff
Chris Munro
Executive Manager Superannuation Advice

2. Why VicSuper – we are your default fund
We have five advice centres
2 metropolitan – Melbourne & Blackburn
3 regional – Geelong, Bendigo & Traralgon
Within our advice centres we have over 40 qualified financial planners who can provide you and your staff with advice
All profits made by VicSuper are reinvested back into the Fund this allow us to expand our services to members and employers

3. Our services to you Tailored education based seminars include:-
Welcome to VicSuper
Building your super
Retirement planning options for ESSSuper members (Revised, New, SERB & Transport) Schemes

4. Our services to you Tailored education based seminars include:-
Super for every super woman
Transition to retirement
About to retire
Understanding retirement income streams

5. Our services to you General advice sessions:-
Ideal for those who don’t need an interview just yet, but who have a couple of questions they’d like answered in the 5 to 10 minutes they have available
We can run these sessions at your workplace at a mutually convenient time

6. Our services to you
Interviews (these can be general or personal advice)
These can take place at one of our advice centres or may include the option to have an interview at your worksite if convenient

7. Our services to you – personal advice
What we would discuss with you in an interview
We evaluate your current position; including income, expenses, assets and liabilities. We ask about what lifestyle goals you have now and upon retirement. Then, if appropriate we recommend a course of action to address those short term and long-term goals
We understand and know how your super fund operates and options available within your fund. We are experts in this field, we understand how it can be used with other investments you may have. Finally, we take into consideration any possible Centrelink/Government concessions available to you and your partner
We do all of the above at no additional cost to you

8. Our services to you – personal advice
Should I still see you if I already have an adviser?
Yes, your super (after family home) is likely to be your next biggest asset upon retirement
Yes, a second opinion may provide new insights for your financial situation or provide confirmation of strategy employed
You will received a free written report from us – most organisations charge a separate fee for this type of advice

9. The VicSuper difference
We want to help you make sense of your super, we are passionate, dedicated team whose primary objective is to help you prepare for and meet your retirement income goal
We provide products and services that can meet your needs throughout your life (not just whilst you are at work)
Our competitive fee structure
We are committed to looking after tomorrow today – we believe superannuation and sustainability are intertwined

10. Thank you – enjoy your conference