Financial advice

Our advice service will give you the answers you need, and help you develop a plan for a better financial future.

So why get advice?

Super is one of the most valuable assets you’ll have in your life. And it can be the key to enjoying a comfortable retirement. So it makes sense to make the most of it – to get it working hard so you’ll have as much money as possible to retire on. But how do you go about doing that?

That’s where financial advice comes in. By talking to our team of friendly, expert advisers, you’ll be able to develop a specific plan to help you work towards your financial and lifestyle goals. And the best part is, it’s never too early or too late. So get in touch with us today to get yourself on the right path.

Benefits of financial advice from LGIAsuper

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An approach to suit you

Depending on your needs, budget and location, you can access our advice either over the phone, or in person for a more comprehensive appointment.

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It’s for everyone

Financial advice certainly isn’t just for people with lots of money. Anyone, at any stage in life, and with any amount of money to their name, can benefit.

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Payment options

In many case we can take the payment for your advice fee out of your super, meaning you’ll have no out-of-pocket expenses.

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Individualised service

Our trusted team of advisers really takes the time to listen to your needs, and to develop a plan that works towards achieving your individual hopes and goals.

A word from one of our members...

Pam Parker

Former Mayor, Logan City Council

"Upon retiring, I sought financial advice from LGIAsuper, and met financial adviser Jessica Looi. I can honestly say this has been the best dollars I have ever spent on my financial security, by the restructuring of my retirement fund. Jessica made me aware of the financial benefits of establishing account based pension accounts and explained the difference in relation to tax implications of future inheritance for my husband and my surviving children. She also assisted me in taking timely advantage of the 3 year bring forward contribution rules.

Approachability and trust in a financial adviser are so important for a member, and I have both of these in Jessica and know I can call her anytime for clarification and nothing is ever a bother. Jessica is an exemplary financial adviser and I am sure a valued employee of LGIAsuper. 

I highly recommend you get financial advice from LGIAsuper, so you can structure your super to meet your needs and save on costs down the track, along with peace of mind your superannuation affairs are in good shape."

pam parker

At LGIAsuper, you can access three types of advice:

Advice Direct

 

LGIAsuper members can receive limited advice on a single issue related to super


No cost


Over the phone


Covers super topics like:

  • Contributions
  • How to grow your super

 



Comprehensive Retirement Advice

 

Receive comprehensive advice on a range of super topics for a fee that can be withdrawn from your super.


$220 - $880


In person appointment


Covers super topics like:

  • Tax effective income streams
  • Superannuation product comparisons
  • Investment mix decisions
  • How to maximise super and the Centrelink Age Pension

Advice Plus

 

Industry-leading financial advisers can assist with a range of non-super issues and investments.


Quote only


In person appointment


Covers all financial topics:

  • Managed funds
  • Insurance analysis and product recommendations
  • Moving into Aged Care and Centrelink

To get financial advice,   call us on 1800 444 396

Meet our Financial Advice team

Our team of expert financial advisers is led by Garnett Hollier, who has nearly 20 years’ experience in financial services. He and all our advisers are dedicated to providing you with peace of mind, and clarity around the practical steps you can take to increase your retirement nest egg.

Meet our Financial Advice team

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Organise advice today

The best way to learn about improving your personal situation today and in the years ahead is to talk to our friendly and experienced financial advice team.

Get in touch Learn more