An industry super fund for all Australians
Call 1300 658 776
That’s why we provide you with the following free advice and fee-for-service personal advice options so that you can decide which one is right for you.
If you require factual information on super, insurance, investments and pensions. This does not take your personal circumstances into account.
Our phone-based advice service offers members clear and concise personal advice on four specific topics.
Our qualified superannuation adviser can provide personal recommendations for you on:
This service will generally take around 30 minutes of your time over the phone and all personal advice will be confirmed and then sent to you in a written Statement of Advice. We will then contact you to discuss implementation.
Our tailored personal advice service is generally focused on identifying and implementing more complex financial strategies which will meet your personal financial goals.
First, you’ll start with an initial no-cost, no-obligation meeting with one of our financial planners.
At this meeting, you and the planner explore your circumstances and decide what you want from a detailed analysis of your financial situation.
Once your financial plan is in place, you have the option of meeting with your planner at a later date to review your progress and, if necessary, update your plan.
Call us to arrange a meeting with a financial planner to discuss your financial goals, situation and options.
To help you better understand how our financial advice services have helped members and the costs involved, refer to our real life financial planning examples.
1300 658 776
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