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Financial Planning

Suncorp helps Australians of all ages and incomes increase and protect their wealth to enjoy a financially secure future. 

Do I need a financial planner?

Meeting a Suncorp Financial Planner is a simple way to receive a review of your financial situation. Your financial advisor will take time, care and effort to establish your financial goals, no matter how big or small. They’ll research strategies specifically for you and customise a plan to help you on the path to financial freedom.

A financial advisor can help you build and protect your wealth by providing information on:

  • Managing your budget, debts and cash flow
  • Financial protection for your family, business, assets or lifestyle
  • Protecting your income in case life takes a turn for the worse
  • Providing for your children and grandchildren
  • Long-term savings and planning for retirement
  • Maximising your income in retirement
  • Protecting your money against investment risks
  • Tax-effective investment strategies to suit your risk profile

Why choose a Suncorp Financial Planner?

Fully accredited financial planners 

Suncorp Financial Planners are required to undertake ongoing industry training every year in order to retain their accreditation to represent Suncorp.

We’re committed to you

Suncorp is your trusted partner, helping you make good financial choices. We can help you take positive action to live the life you want now and plan for the life you want tomorrow.

Proven history & experience

You can be confident in the knowledge that Suncorp has experience in banking, insurance, financial planning and superannuation dating back to 1902.

What else do I need to know about financial planning?

A Suncorp Financial Planner can help during every stage of life.

Starting out, ages 18-30

No matter what you're starting, we can help you take a step up the financial ladder

  • Save for a car or holiday
  • Fund a longer-term goal like a home deposit or starting your own business
  • Select the right investment strategy for your superannuation
  • Combine your super to save on fees and paperwork
  • Protect your income in case you’re injured and can’t work for a while

Settling down, ages 30-50

As your lifestyle changes, prepare for the future by becoming financially fit now

  • Invest in property or shares
  • Save for your children’s education
  • Get your super working more effectively
  • Protect your family, income and assets
  • Make the most of a redundancy, inheritance or insurance payout
  • Look after your business and employees with the most appropriate superannuation and insurance solutions

Empty nest, ages 50-65

Focus on building your wealth and protecting what you’ve worked hard to achieve

  • Boost the value of your superannuation
  • Use the equity in your home to invest
  • Get your finances back on track following a change in circumstances
  • Access your super after age 55 to supplement your income
  • Make the most of a redundancy, inheritance or insurance payout

Retirement, ages 65+

After working so hard, make sure you have enough money to enjoy your retirement

  • Find out about tax-effective retirement solutions
  • Maximise the value of your superannuation
  • Make your money last in retirement
  • Maximise Centrelink entitlements

Related tools & products

Budget planner

See exactly what you’re spending your money on and what you could be saving

Term Deposits

Enjoy a guaranteed return on your money when you invest for a nominated fixed period

Ready to make an appointment?

Meet a financial adviser

Book an obligation-free first appointment

Book an appointment

Call us

Speak with a Suncorp financial planner Mon-Fri 8 am-6 pm

Call us 1800 631 118

Visit us

Find your nearest Suncorp branch or ATM

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Financial product advice is provided by representatives of Suncorp Financial Services Pty Limited ABN 50 010 844 621, AFSL 229885.

This is general advice and does not take into account your objectives, financial situation or needs. Before acting on this general advice you should consider the Product Disclosure Statement and the appropriateness of the advice having regard to your objectives, financial situation and needs and consult your financial planner.