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Guiding members towards a comfortable retirement

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Pushlished date icon Published on 8 Sept 2023

Brian Coombe is a key part of Prime Super’s Members Solutions Team. He’s someone that many of our members seek out for guidance, coaching and budgeting tips as they navigate their way to retirement.

Brian says, “We work with members so they’re in control and they make the decisions. My role is to show people that by perhaps doing some things a bit differently they can be better off. Sometimes it’s a few little things that can make a big difference to how much a person retires with, and that’s where we can be very useful to our members,” says Brian.

Brian draws on many years of experience and technical knowledge to help members achieve better outcomes. “People need to know how to make the most of their super money after they’ve done all the hard work over decades in the workforce”.

In his role, Brian forms strong relationships with members. “Most people call me directly on my mobile,” he says. “What people really want to know is that they’ll be alright in retirement, that they’ll have enough money to be comfortable. They may not be the richest person but we can  do everything to make sure they’ll have enough, that they’ll be comfortable,” he says.

“Sometimes, it’s clear that a member is not going to be OK and that’s where we can help guide them in making changes. We show them the outcomes of each option and help them understand how to get the results they want,” Brian says.

“A lot of people don’t realise they can draw an income from their super while their balance remains invested. So even if people think it’s too late to get advice, it’s generally never too late,” says Brian.

We're here to help

You can reach out to Brian, or anyone else from our Member Solutions Team if you need help with your super. You can also book a 15-minute chat with a super specialist at a time that suits you.

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This article is current at the date of publication and is subject to change. It contains general information and does not take account of your specific objectives, financial situation or needs or personal circumstances. You should seek professional financial or tax advice, consider your own circumstances and read our Product Disclosure Statement (PDS) before making a decision about Prime Super. For a PDS and Target Market Determination call 1800 675 839 or visit the primesuper.com.au/pds. Prime Super Pty Ltd ABN 81 067 241 016 AFSL 219723 RSE L0000277 (Trustee), Prime Super ABN 60 562 335 823 RN 1000276.