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Services and costs

Our award-winning financial planning service is offered through an arrangement with Industry Fund Services. We offer general advice, seminars, over the phone and face to face advice.

Find out which type of service suits your needs.
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Aged care

Having a plan in place for aged care can take a significant burden off your family.

Find out how our financial advice and planning team can help.
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When to get financial advice

Our financial advice team can provide you with personalised advice to help you achieve your goals – both in-person and over-the-phone.

Find out more about how we can help with your situation

Superannuation

Nominate your beneficiaries

Nominating a beneficiary can give you peace of mind into the future.

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Consolidate your super

Consolidating your super enables you to save money on fees, cancel unwanted insurance and boost your balance.

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Grow your super

There are a number of ways to increase your super balance, with some far more simple than you'd think.

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