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Retirement is the time to do the things you have always wanted to do. Careful planning can help ensure you are financially set up for a comfortable retirement.

How a financial planner can help you

If you’re worried that your savings, super and investments won’t meet the retirement you want to make an appointment with a Calm Wealth financial planner. Planning ahead can assist you in making the most of what you have and help you achieve financial security, reduce uncertainty and enjoy your retirement.


Getting the right advice

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

Call us (08) 8202 7777

Offering the ability to earn higher returns without having to lock funds away while having no monthly account keeping or transaction fees*.

How we can help you

Many people are aware that they need professional financial advice but are unsure of where to start. Calm Wealth are here to help.

Smart decisions here could make an enormous difference to your future income.

Gain access to great member offers and discounts with our partner, Wallmans Lawyers.

Take control and understand where and how your super is invested, because you do have a choice.

The information on this page has been provided by Consultum Financial Advisers (Consultum) ABN 65 006 373 995, AFSL No 230323. It is general advice only and has been prepared without taking into account your particular objectives, financial situation and needs. Before making an investment decision based on this information, you should assess your own circumstances or consult a financial planner. Examples are illustrative only and are subject to the assumptions and qualifications disclosed.

Credit Union SA may refer members to Calm Wealth Management Pty Ltd ABN 85 645 323 913 and its financial advisers, who are authorised representatives of Consultum. Consultum is part of the IOOF Group. Credit Union SA does not accept liability or responsibility for any acts, omissions or advice provided by Consultum or its authorised representatives.

Credit Union SA receives up to $1,500 from Consultum when members are referred to and obtain financial advice from authorised representatives of Consultum.