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Financial advice

Do you need a financial adviser for your super?

Donmont Capital · Financial advice for Australians

You can manage your super yourself — many Australians do. But there are moments when speaking to a licensed financial adviser genuinely pays for itself, particularly around superannuation, where small decisions compound over decades. So do you need a financial adviser for your super? It depends on where you are and what you're deciding.

When advice adds the most value

What a good adviser actually does

A licensed adviser isn't there to sell you a product. They help you understand your current position, model your options, and make decisions aligned with your goals — clearly, and in plain English. Good advice is about clarity and confidence, not pressure.

What to look for: make sure any adviser is licensed and authorised under an Australian Financial Services Licence. You can check an adviser on ASIC's Financial Advisers Register.

A no-pressure starting point

If you're not sure whether advice is worth it, a complimentary super review is a low-commitment way to find out. A licensed Donmont adviser reviews your fees, performance and insurance, and tells you plainly whether there's anything worth acting on — with no obligation to proceed.

Not sure how your super stacks up?

Get a complimentary, no-obligation review of your fees, performance and insurance from a licensed Donmont adviser.

Book my free review →

Frequently asked questions

Is it worth paying for financial advice on super?

It can be, particularly around consolidation, insurance and pre-retirement decisions where the stakes and long-term impact are highest. A complimentary review is a no-cost way to gauge whether advice would help you.

How do I know an adviser is legitimate?

Check they're licensed and authorised under an AFSL, and look them up on ASIC's Financial Advisers Register. Donmont advisers are authorised representatives of a licensed AFSL holder.

Will an adviser make me switch funds?

A good adviser gives you clarity and options — any decision to switch is yours. The goal of a review is understanding your position, not a sales pitch.

Sources & important information

General advice warning. This information is general in nature only and does not take into account your objectives, financial situation or needs. It is not personal financial advice. Before acting on it, consider whether it is appropriate for you and read any relevant Product Disclosure Statement (PDS) and Target Market Determination (TMD). Consider seeking personal advice from a licensed financial adviser. Advice services are provided under Donmont Capital’s Australian Financial Services licensing [AFSL / Authorised Representative details to be confirmed].

Sources. Figures referenced are drawn from recognised public sources including the ASFA Retirement Standard, the Australian Taxation Office (ATO), APRA and ASIC’s Moneysmart. All figures are indicative and current only as at the periods stated; superannuation rules, thresholds, balances and returns change over time. Verify current figures with the original source before relying on them.

Calculators & estimates. Any calculator or projection here is a simplified estimate for general illustration only, relies on assumptions that may not reflect your situation, and is not a guarantee of future outcomes.

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