The AEU's financial services advice panel helps members with financial planning, in particular ‘transition to retirement’ and life in retirement.
Panel members include the Emergency Services and State Superannuation Fund (ESSSuper) and VicSuper, who have provided undertakings to the AEU regarding service delivery and costs.
ESSSuper and VicSuper will be conducting regular seminars for members at the AEU Victoria Abbotsford office and throughout regional Victoria.
These seminars are general in nature and provide broad-based information. Members are encouraged to arrange individual appointments for detailed advice in relation their own financial and lifestyle needs.
Appointments can be arranged at their respective business addresses or at the AEU Victoria, Abbotsford office.
As a member, super advice you receive from VicSuper is usually at no extra charge to you. However fees are payable for certain types of personal advice, our comprehensive advice service and for non-members. Once your financial planner understands your requirements, any fee that may apply will be clearly explained to you. That way you can decide if you wish to proceed.
ESSSuper cares about you and your future, and we are here to offer financial planning services. Our qualified Financial Advisers not only understand the unique complexities of your ESSSuper funds, but are also able to advise on more than just your super. For general advice or information, you can always talk to one of our Member Education Consultants. But for those times where you need that little bit extra, our Financial Advisers are here for you.
Both organisations have a dedicated team of financial advisers who provide specialist advice for AEU members on a transparent, ‘fee-for-service basis’.
They do not receive commissions, volume bonuses or percentage-based adviser service fees from investments, including superannuation funds – payments which are usually hidden from view – which erode investment value, often with little or no service provision.