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You can feel confident about your future with the right advice

At IOOF, we understand your financial goals are unique, and the advice you receive should be too. Whether it’s a simple question about your super or a complex financial issue we’ll connect you with someone who can help.

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Financial coaching

Our Financial Coaches can provide general advice related to your super.  You can choose from different financial topics that can help you grow your super and have the freedom to enjoy retirement. Coaching is part of being with IOOF and there is no additional cost for members.

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Simple super advice

This option is right for you if you want advice on specific super topics tailored to your personal circumstances. Our qualified team of Super Advisers can provide you with advice on preparing and planning for retirement, or investment and contribution advice. This is part of being with IOOF and there is no additional cost for members.

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Personal advice

If you have complex advice needs, we can connect you with a Financial Adviser within our network, who can support you with personal advice. The first step is to speak with a Financial Coach so they can get a basic understanding of your needs and transfer you to the right adviser.

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It's easy to get started

The first step to getting expert help is to book time with our Financial Coaching team for a no-obligation discussion, at no additional cost.

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The Financial Coaches provide financial advice under the Australian Financial Services licence (AFSL) of Actuate Alliance Services Pty Ltd ABN 40 083 233 925 AFSL 240 959 (Actuate). IOOF Investment Management Limited (IIML) ABN 53 006 695 021 AFSL 230524 is the trustee of the IOOF Portfolio Service Superannuation Fund ABN 70 815 369 818 (Fund). Actuate and IIML are both part of the Insignia Financial group of companies, comprising Insignia Financial Ltd ABN 49 100 103 722 and its related bodies corporate (Insignia Financial Group). IIML has an arrangement in place in which Actuate has been appointed to provide general and limited non-ongoing personal advice services (which includes simple super advice) to members of relevant products in the Fund. Neither IIML, nor any other entity within Insignia Financial Group, including any other entity within the Insignia Financial Group that is a trustee for a regulated superannuation fund, is liable for or responsible for any work, action or advice provided by Actuate.

Any advice or information provided to you by a Financial Coach during a super consultation will be of a general nature only and will not take into account your personal objectives, financial situation and needs. Because of that, before acting on any advice provide to you, you should consider its appropriateness to you, having regard to your personal objectives, financial situation and needs.

Please visit insigniafinancial.com.au/actuatewdi for important information about Actuate’s financial advice services.

Information on this webpage has been provided by Actuate and is current as at 1 July 2025.