Advice

How can financial advice help you?

Financial advice is a great way to make big plans for the future, like retirement planning, but it can also help you achieve many other goals along the way.

A financial adviser can help you:

Buy a house
Pay down debts
With family and estate planning
Investing and growing your savings
Deal with your personal finances
Anticipate and address complex tax situations
Achieve your goals
Make the most of your money
Plan for aged care.

What to look for in a financial adviser

Someone who gets to know you and your circumstances to help identify your needs, wants and goals.
An organisation that is up front about services and costs.
An adviser who helps you understand complex concepts.
Openness surrounding payments and commissions for advisers.

You deserve to know that the advice you receive is in your best interest.

Content tile image

Our financial advice team

Meet our award-winning financial advice teams

We offer face-to-face meetings in our offices around the country and are happy to speak with you over-the-phone or using video chat.

Meet our advice team

Content tile image

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.