Our financial advisers offer members clear and concise, personal advice on one of these specific topics:

During a 30-minute phone call, our financial adviser will take the time to understand your individual needs and goals, and provide a personalised recommendation both over the phone as well as in a written Statement of Advice.

 

Costs for services :

  • Advice on insurance, investment and contributions to your account are offered to members at no additional cost.
  • Advice on non-super investments through ifsinvest and transition to retirement (TTR) has a charge associated. The fee is $220 for the portfolio service and $295 for TTR.

Not what you’re looking for? Check out our other advice services.