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.
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.
General advice
Get factual information on super, insurance, investments and pensions.
This service does not take your personal circumstances into account; if you would like personalised recommendations, we can organise a financial advice session for you.
Cost: complimentary
Face to face personal advice
This personal advice service can help you create a strategy to help you achieve a variety of financial goals. We offer plans that are appropriate at every stage of your life.
Your first meeting will review your situation and is done without charge obligation. All costs will be clearly outlined before you choose to proceed.
Cost: plans begin at $300 and vary depending on the complexity required by your situation.