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Financial Planning

The PPTEU works closely with BERT Welfare to provide free financial counselling and planning service with the aim to help members achieve their goals and objectives and provide vital assistance and guidance in effectively planning ahead.

Debts and Budgeting

  • How to effectively manage your money and get ahead financially

  • Negotiate repayment plans with your creditors

  • Reduce and pay off debt quicker

  • Improve your financial situation


Investing in your Future 

  • Consolidate Super

  • Children's future education fund

  • Growing your wealth inside & outside of Superannuation

  • Insurance - Protecting your family and financial assets


Retirement planning

  • Salary sacrifice and saving tax

  • Planning for retirement

  • Structuring your investments to get the most out of Centrelink benefits

  • Invest in line with your risk profile and tolerance


Financial Hardship

  • We assist members who are struggling financially. Whether it's starting a repayment plan to pay financial institutions or to pay down debt and save interest

For your referral please call the PPTEU Office on 07 3844 8433.

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