As part of your membership, our team of financial experts are available to provide general advice related to your super, at no additional cost. Our service includes general advice, on a wide range of financial topics that can help you understand how to achieve the kind of lifestyle you want in retirement. It’s all part of our commitment to helping your financial wellbeing.
Allow our experts to help you stay on track
Knowing your super is set up to achieve your goals is the first step.
Speak to one of our experts to learn about topics that most of our members find helpful in thinking about, what if anything, to do with their super.
- How to boost super balances
- Understand how super is invested and the options
- Find out more about a transition to retirement income stream
- Know the different types of insurance available
It’s easy to get started.
Getting expert help is all part of being an IOOF member, with appointments over the phone and via secure video.
It’ll cost you nothing extra to talk to us – this service is included as part of your membership. Get in touch to make an appointment.
It’s easy to get started.
Getting expert help is all part of being an IOOF member, with appointments over the phone and via secure video.
It’ll cost you nothing extra to talk to us – this service is included as part of your membership. Get in touch to make an appointment.
The Financial Coaches provide advice under the Australian Financial Services licence of IOOF Investment Services Ltd ABN 80 007 350 405 | AFSL 230703 (IISL). IISL is 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). No other entity within Insignia Financial Group, including any 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 IISL.
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.
Any personal information you provide will be used to enable the Financial Coaches to make a booking with you and will be handled in accordance with the Insignia Financial Privacy Policy.
By making a booking for a super consultation using this online booking form, you agree to have a Financial Services Guide (FSG) sent to you as a link in the booking confirmation email. You should read the FSG before your superannuation consultation session. The FSG explains the financial services the Financial Coaches may provide you.
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