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 Mercer financial adviser over the phone, via video call or in-person and receive tailored professional advice to get set up for future financial success.

Quarterly investment updates

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.

Investment options

Lower upfront costs

Any aspect of the advice relating to your Mercer Super account can be paid from your super, so you can reduce the impact on your day-to-day expenses.

Insurance cover

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?  

Advice that’s tailored to you


Whatever your financial situation, your plan is expertly tailored by a financial adviser to your specific needs, financial circumstances and goals. 

Man sitting at computer

Couple sitting on couch

Wide range of topics covered


With everyone’s financial situation being different, our financial advisers can provide advice on a wide range of financial topics, not just 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?

Tools and calcuators

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. 

Learn more

Tools and calcuators

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. 

Learn more

Tools and calcuators

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.

Learn 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

Member Online support

Log in to your account for more information or to submit an online enquiry.

Contact Our Helpline

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 (MFAAPL) ABN 76 153 168 293, Australian Financial Services Licence #411766. Beyond Super Financial Advice is provided by MFAAPL.

‘MERCER’ is an Australian registered trademark of Mercer (Australia) Pty Ltd ABN 32 005 315 917.