Life can be unpredictable. Markets fluctuate. Personal circumstances change. It's important to stay engaged with financial advice to see what is working for you.
To help, our financial advice partner Industry Fund Services (IFS) is now offering an Ongoing Advice Service.
Service offerings are tiered. You can access annual or bi-annual (twice a year) financial reviews to make sure you’re achieving your financial goals. Each review provides a fresh look at your situation and what you can do to make the most of your finances.
Starting at $1,320 per annum, the Ongoing Advice Service is available to members who have implemented a financial plan.
Call our Member Service team on 1300 277 777 to arrange an appointment with an IFS Financial Adviser today.
Member Benefits of our Ongoing Advice Service
- Regular financial reviews and advice
Lose the ‘set and forget’ attitude to financial planning. Ongoing financial advice helps you keep on track to so you never lose sight of your personal financial goals.
- You’re not alone
Don’t make big financial decisions alone. Contact us when you need help or reassurance to make sure you’re making the best decisions for you.
- Keep up to date with super arrangements
Superannuation legislation and regulations change often. We keep you up to date with how any changes affect your super.
- Keep your cash flow under control
Keep tabs on your cash flow to make sure it meets your needs now and throughout retirement.
- Respond to change
Life happens. Marriage. Divorce. Kids. Buying a home. Financial priorities change. We can help refine and adjust your financial plan so you can embrace life’s little adventures.
- One less worry
Financial planning can be stressful. Keeping on top of things can help you sleep easier at night and give you peace of mind.