Member Services
Every financial decision is best arrived at after considering as much information as possible, accessing professional advice and being assisted to implement your decision.
Our role as the financial adviser to your superannuation plan is to provide you access to information, advice and assistance as and when you need it, conveniently and cost effectively.
Information
We provide you with valuable information via various channels:
- Personal dedicated email and phone line
- Advice drop in sessions
- Information seminars
- Financial fact sheets
- Financial planning workshops
- Regular newsletter
- Stockbroking research on request
- Regular statements
Advice
We can provide advice on:
- Investing
- Stockbroking
- Wealth protection
- Debt structuring
- Budgeting
- Retirement planning
- Reviews
- SMSFs
- Estate planning
- Salary sacrificing
- Super optimisation
For more information download our Personal Advice Services brochure which details the information and advice we can provide for all stages of life.
Services
We provide assistance with:
- Super choice forms
- Insurance claims
- Super provider liaison
- Super fund comparisons
- Withdrawing super
- Overseas pensions
- Super projections
- Binding death nominations
- Unclaimed super assistance
- Investment switching
- Rollovers
Fees
We have a set monthly fee that gives you unlimited access to all services and financial planning advice. Alternatively, you have the option of paying as you go for specific services.
More information
For further information on how we can assist, please call us on 02 9373 4416 or email [email protected].
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