Retirement advice and resources

Planning for retirement doesn't have to be complicated. With our services, resources and tools, you can get the information and help to plan a retirement that works for your specific goals and circumstances.

We're here to help

We understand planning for your retirement can be a complex and difficult process. That’s why we offer a range of financial services, tools and resources to help you find your way to a comfortable retirement.

It’s our job to help you make the most of your retirement income, which includes providing you with the right advice no matter which stage of life you're in.

Advice Services for members

As part of your membership, you have access to our team of financial advisers over the phone who can assist you in planning your retirement.

Call and speak with an adviser today. It’s at no additional cost and our advisers can help you understand your options, what you need to consider before making any changes and provide a personal recommendation on topics like which investment option to choose, super contributions or starting a Super Income Stream.

For more comprehensive personal financial advice, our Advice Services Team can refer you to an accredited Financial Planner who meets strict professional qualification and service criteria as set by Cbus and the Financial Advice Association of Australia Limited (FAAA) of Australia.

Your first meeting with a financial planner is at no cost. The financial planner offers advice on a fee-for-service basis, with any fees agreed with you in advance. You may be eligible to have the financial planner payment fees deducted directly from your account.

All financial planners meet strict professional qualification and service criteria set by us and the Financial Advice Association of Australia Limited (FAAA) of Australia.

Visit Member Advice Services to learn more.

Help applying for the Age Pension

Many people find the process of applying for the Age Pension to be so complicated or frustrating they simply give up. Cbus understand the importance of the Age Pension to our members. We have partnered with Retirement Essentials who can help make applying for the Age Pension much easier for you.

Learn more about the simpler age pension