Helping and advising members as their lives change

Carol Keller is a highly qualified and experienced financial planner who also has a background in psychology. As part of the Member Solutions Team Carol says, “The main difference with Prime Super is that we have the genuine desire to help people; and we have the capacity to go over and above."

“At other super funds [I’ve worked at] there was some licence to do this, but there was always an underlying push to keep costs down and give money back to the company so it wasn’t a real helping-environment. At Prime Super there’s the flexibility for me to go out and visit a member if they need me. There are numerous examples where we do that… there was a member who I’d emailed and called and never heard back from and it turned out he had died. When I visited his wife, there were tears shed on both sides… members become like family at Prime Super,” says Carol.

Carol emphasises that it is important that members understand and keep in touch with their super, no matter what their age. “Younger people tend to be a bit disconnected [from their super]. This is perfectly natural, but it means that they can miss out on the benefits of getting advice.” says Carol. “Getting the right advice at the right time makes all the difference.”

Carol has a natural affinity with people and enjoys making the most of her extensive superannuation experience and providing financial advice at no additional cost to Prime Super members. “Once I understand the member’s needs, I can explain to them what their options are to meet those needs, show them the tools we have… we can do projections if we need to and really get involved with them, so that not just financially, but emotionally, members can be better prepared for retirement,” Carol says.

We're here to help

You can reach out to Carol, 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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