Financial Planning

Suncorp Financial Planners help Australians of all ages and incomes increase their wealth, save on tax and secure the lifestyle they want. To book an obligation-free appointment with a Suncorp Financial Planner, either in person or over-the-phone, you can contact us online, visit your local branch, or call us on 13 11 55.

A simple, affordable way to manage your finances, while still leaving you in control.

An outline of the costs and benefits of choosing to proceed with financial advice.

Everything you need to know about your appointment with a Suncorp Financial Planner. 

Our range of brochures and educational guides may have the answers you’re looking for.

Ready to make an appointment? Here’s how.

Tools & Calculators

These simple tools may help to sort out your finances.

Retirement Simulator

Estimate how much super you could have when you retire and how long it may last.

Budget Planner

Manage your cashflow by creating a budget.

Investment Risk Profiler

Determine your attitude to investment risk and see which investment option suits you best.

Investment Calculators

A range of calculators to help achieve your investment goals.