Find an adviser that suits you and your goals
A good financial adviser works with you to understand your needs, set your financial goals, and create a plan to help you achieve them.
Choosing a Financial AdviserSometimes companies may contact you via phone or social media to ask about your super and express concerns about its performance.
Cbus has a pre-approved panel of financial advisers throughout Australia that you can access as part of your Cbus membership. They don’t work for Cbus, and Cbus does not pay any benefits to these financial advisers.
The person you’re speaking to might offer you great returns on your super. If it sounds too good to be true, it probably is. Using short-term past performance to compare funds and predict future outcomes can be misleading.
Cbus is a long-term performer with four decades of super experience. We are upfront with what we do and the services we offer.
Super is not a quick, get-rich scheme. It’s about giving you the best retirement outcome, which takes time. Getting the right advice from the right people is essential to you and your retirement. If you’re looking for a financial adviser, contact Cbus Advice Services and check MoneySmart.
You can find out where your financial adviser worked, their qualifications, training, memberships of professional bodies and what products they can advise on. It also includes what to look out for, such as high-pressure sales methods and advisers that aren’t upfront about costs.
Financial advisers can be important in helping you manage your finances and achieve your financial goals. Financial Advisers are required to be registered with ASIC. You can check if your adviser is registered.
In finding a financial adviser, take your time and do your own research so you can be confident that the person you are dealing with is trustworthy and reliable. Ensure they have the proper credentials and are transparent about fees and investment strategies.
Find an adviser that suits you and your goals
A good financial adviser works with you to understand your needs, set your financial goals, and create a plan to help you achieve them.
Choosing a Financial AdviserThe right financial advice can help you achieve your financial goals. However, it's important to know what to do if something goes wrong.
Problems with a Financial AdviserBe security aware
If you’re concerned that you’ve shared your super details with someone you aren’t comfortable with, Cbus is here to help.
Let us know, and we will place extra security measures on your super account.
Keep your super safe
Obtaining professional advice about your super can make a big difference to how much you retire with. And with Australians becoming victims of data breaches and being targeted by scams at an alarming rate, it’s important to be super safe.
We’re aware that our members sometimes receive unsolicited phone calls or messages via social media from financial advisers offering a review of their super. These initial conversations may be free, but they can become expensive down the track. Do your homework thoroughly, as information is your best tool.
Find a financial adviser
You work hard for your retirement and too hard to leave yourself unprotected.
As a Cbus member, you can access a carefully selected panel of financial planning practices throughout Australia.
This service is available through our referral program. It helps you find a financial adviser to sit down with you and look at your overall financial situation, not just your super.