Beyond Super Financial Advice
Invest in your financial future with expert advice that considers your super and beyond.
To get the most out of financial advice there are often other aspects of your financial situation, that should be considered alongside your super.
Be confident you’re giving your ideal financial future the best chance to become a reality, with Beyond Super – a fee-based service offered by Mercer Financial Advice. With this service, your Mercer financial adviser can consider your super, as well as a wide range of other financial topics.
Financial advice? Yes, please.
Work with a financial adviser and obtain either one-off or ongoing tailored professional advice to get set up for future financial success.
Flexible and convenient
We’ll fit into your schedule, not the other way around. We’ll put you in touch with a financial adviser at a time that works for you – no matter where you are in Australia.
As much or as little advice as you need
As your life changes, so do your financial needs. From planning for retirement, receiving an inheritance, or seeking ongoing financial guidance, we’re here to support you with any financial decisions you may need to make.
Available for all Mercer Super members
We’re always ready to support you with tailored advice. Whatever your age or situation, anyone with a Mercer Super account and their families can access a fee-based Beyond Super Financial Advice.
How can Beyond Super help you?
Life Stage Advice
Major life events often require important financial decisions and planning, including what to do with your super.
Whether you’re planning for retirement, starting a family or looking at your finances, Life Stage Advice offers Mercer Super members tailored advice that considers both your Mercer Super account and your wider financial situation.
Over two sessions your adviser will work with you to unpack your needs and overall financial situation, including your super. They’ll then provide you with tailored advice on how best to achieve your financial goals.
Cost: Starting at $2,000 (plus GST), the amount will depend on the complexity of the advice. The cost will be discussed in your initial meeting. Generally, advice about your super can be paid from your Mercer Super account.
Comprehensive advice
If you’d prefer to work with an adviser over the long-term who’ll consider your entire financial situation, then comprehensive advice may be right for you.
Your adviser will work with you to develop and implement a strategy designed to meet your financial goals over the long-term.
You’ll meet with your adviser periodically to check in, make any necessary adjustments to your strategy, keeping you on track to meet your financial goals.
Cost: Starting at $4,500 per year (plus GST), the annual cost will depend on the complexity of the advice. The cost will be discussed in your initial meeting. Generally, advice about your super can be paid from your Mercer Super account.
Ready to invest in your financial future?
Be confident you’re giving your ideal financial future the best chance to become a reality, with Beyond Super – a fee-based service that can consider your super, as well as a wide range of other financial topics.
Looking for a different type of advice?
Digital advice and support tools
Digital advice about your Mercer Super account.
Need advice or support regarding your super, but don’t want to wait for an appointment with an adviser?
Our digital advice and support tools are available 24/7 and offered at no extra cost. With the tap of a button, get started on the road to making confident and informed financial decisions.
Simple Super Guidance
Phone-based advice about your Mercer Super account.
Gain the confidence to take control of your super and set your super up for success.
Speak with a financial adviser at no extra cost about topics such as which investment option may be right for you, strategies to boost your super, whether you have the right level of insurance cover and more.
Retirement Navigator
Phone-based advice about your Mercer Super account.
Whether retirement is just around the corner or still a way off, the right advice and preparation now can help you feel more confident about the future.
Speak with a financial adviser at no extra cost about topics such as how long your super will last, how to maximise your contributions, preparing for retirement and more.
Need more help? We’ve got you covered.
Have questions about Mercer Super or need more information about becoming a member? We’d love to hear from you.
Member Online support
Log in to your account for more information or to submit an online enquiry.
Contact our helpline
Visit the member support page or call 1800 682 525, Monday to Friday, 8am-7pm (AEST/ AEDT).
Disclaimer: Issued by Mercer Superannuation (Australia) Limited ABN 79 004 717 533, Australian Financial Services Licence #235906, the trustee of the Mercer Super Trust ABN 19 905 422 981 (‘Mercer Super’). Any advice provided is of a general nature and does not take into account your objectives, financial situation or needs. Before acting on any advice, please consider the Product Disclosure Statement available at mercersuper.com.au. The product Target Market Determination can be found at mercersuper.com.au/tmd.
Mercer financial advisers are authorised representatives of Mercer Financial Advice (Australia) Pty Ltd ABN 76 153 168 293, Australian Financial Services Licence #411766.
‘MERCER’ is an Australian registered trademark of Mercer (Australia) Pty Ltd ABN 32 005 315 917. Copyright © 2024 Mercer LLC. All rights reserved.