Professional support
The right people. When you need them.
Some decisions deserve a professional. When you are ready, we can introduce you — only with your explicit consent, and only sharing what you approve.
Categories
Who you can be introduced to.
- Financial Advisers
- Personal advice on super, investments and retirement income. Advisers must be listed on the ASIC Financial Advisers Register.
- Registered Tax Agents
- Preparing returns and advising on your tax position. Check the Tax Practitioners Board register.
- Estate Planning Lawyers
- Wills, enduring powers of attorney, guardianship and estate structures under your state’s law.
- Business Brokers
- Preparing, marketing and negotiating the sale of a business.
- Downsizing Specialists
- Practical help planning and managing a move to a smaller or more suitable home.
- Insurance Professionals
- Reviewing cover as your circumstances change in and around retirement.
How introductions work
Nothing is shared without you.
- You ask
- You choose the service and write a short description. Nothing is sent automatically, and your retirement profile is never passed on in full.
- You see it
- Before sending, you see exactly what information will be shared, and with whom.
- You consent
- You actively approve the request. You can track its status and cancel at any time.
Check a professional