The contact details you have submitted are:
If these are incorrect, please call us on 1800 682 525 to update them. We have also sent you a confirmation email which outlines the next steps.
What happens next?
A member of our Advice Member Experience team will call you within 3 business days* to discuss your advice needs. Please keep your account details handy for when we get in touch, as we may be discussing confidential information and need to confirm it's you.
The purpose of this call is to understand your current situation and advice requirements. Based on this 10 minute conversation, we will be able to determine which advice option may work best for you.
Our team will then arrange an appointment with an appropriate adviser and explain next steps and help you understand how to prepare for your chosen advice meeting.
To find out more about our different options visit mercersuper.com.au/advice.
You can also access Mercer Super e-Advice from your Member Online under Advice Tools. E-Advice allows you to get personal advice on how to invest your retirement savings quickly and conveniently via your phone or web browser.
How can you prepare?
It's helpful to think about what your financial goals are for your super and your retirement. This will help you set out clearly what you want to achieve and help our advisers understand how to best help you. Our advisers will ask you questions such as the below to help understand your needs:
This communication has been prepared by Mercer Financial Advice (Australia) Pty Ltd (MFAAPL) ABN 76 153 168 293, Australian Financial Services Licence #411766. Address: 727 Collins St Docklands, 3008. Tel: 03 9623 5555 on behalf of Mercer Superannuation (Australia) Limited (MSAL) ABN 79 004 717 533, Australian Financial Services Licence 235906, the trustee of Mercer Super Trust ABN 19 905 422 981.