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FAQs

Financial Planning

  • What is the fee to see a financial planner?

    This can vary depending on what you want guidance on, and the extent of your plan. For more information, please see our dedicated financial planning section. Contact us to arrange a free, no-obligation initial consultation with Calm Wealth.

    Call us (08) 8202 7777

  • Can Credit Union SA help me regarding wills and estates?

    Credit Union SA is proud to partner with local South Australian law firm Wallmans Lawyers to offer members a discounted offer for wills and estate planning services. Wallmans Lawyers have a dedicated estate planning section which assists clients with wills, Powers of Attorney and Advance Care Directives (previously known as Powers of Guardianship) as well as general succession planning, taxation and superannuation issues. It's just another way that Credit Union SA is helping our members to protect their assets.

    Find out more

  • Where do I refer financial planning questions?

    We are proud to offer you the services of our financial planning partner Calm Wealth. A Calm Wealth financial adviser provides you with valuable assistance in planning for your future and managing your wealth. The benefits of financial advice are numerous and far greater than simply recommending where to invest.

    Calm Wealth has been helping Australians reach their financial goals for over 30 years in Adelaide and is focussed on providing financial advice to the customer-owned banking sector including credit unions and mutual banks.

    A Calm Wealth financial planner will develop a plan specifically for you - one that’s tailored to your needs and circumstances, to help you achieve your goals.

    Contact us to arrange a free, no-obligation initial consultation with Calm Wealth.

    Call us (08) 8202 7777

  • What is retirement planning?

    Retirement planning is the planning one does to be prepared for life after paid work ends, not just financially but in all aspects of life. The non-financial aspects may include lifestyle choices as how to spend time in retirement, where to live or when to completely quit working.

    Financial planners or advisers can help you develop retirement plans with the goal of achieve financial independence after paid work is complete. Credit Union SA works with Calm Wealth to deliver superior financial planning services. Calm Wealth has been helping Australians reach their financial goals for over 30 years in Adelaide and is focussed on providing financial advice to the customer-owned banking sector including credit unions and mutual banks.

    A Calm Wealth financial planner will develop a plan specifically for you - one that’s tailored to your needs and circumstances, to help you achieve your goals. Contact us to arrange a free, no-obligation initial consultation with Calm Wealth.

    Call us (08) 8202 7777