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

  • Ways to build your super using salary sacrifice and personal contributions.
  • Which investment options may be right for your individual situation.
  • Reviewing your insurance requirements provided through Australian Catholic Superannuation.
  • Transition to retirement.

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.

 

Schedule a call here.

Costs for services :

Advice on insurance, investment and contributions to your account are free for members.

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.