Expert advice can help you build your long-term super balance, and plan a better retirement. An initial appointment with one of our planners is available at no additional cost.
Expert advice can help you build your long-term super balance, and plan a better retirement. An initial appointment with one of our planners is available at no additional cost.
At Equip Super, we offer a range of services to help our members maximise their superannuation and retirement outcomes. Ranging from factual information to fully tailored personal advice, our education and advice services are accessible to all members regardless of balance or life stage.
Get clear, practical information to help you understand and make the most of your super:
Looking for a bigger-picture plan? Our comprehensive advice covers all aspects of your financial life. This advice is tailored to your specific needs and can include other family members and non-Equip products. Our planners can assist with the following:
Making aged care decisions can be complex—we’re here to simplify it with:
Protect what matters most with tailored insurance solutions:
Whether you’re new to the workforce or already planning your retirement, a qualified financial planner can help you get more from your super and prepare for a future you’ll love.
Equip Super Financial Planners are super experts, but they can also provide comprehensive advice on all your financial needs. So whatever your stage of life or financial goals, we can provide an advice option that’s right for you.
Our Financial Planning team operates Australia-wide and our qualified Financial Planners are bound to work in your best interests.
New to advice? Not sure what’s involved? Let’s take a look at what you can expect from the financial advice process.
Everything you need to know to get ready for your first appointment with us, including forms and important documents.
Our Financial Planning team operates Australia-wide and our qualified Financial Planners are bound to work in your best interests.
In many cases, advice and guidance on your Equip Super account is provided at no extra cost. If costs do apply, we’ll explain these to you upfront, so you can decide if you’d like to go ahead.
By booking a 15-minute phone conversation with our team, you’ll learn more about our Advice services and how they could benefit you.
You can learn more about our financial planning process online
Let's start with your contact details
The first step is to book a discovery meeting with our advice team. They’ll explain the Advice services we offer and how they might benefit you. We can then book an appointment with a financial planner or one of our superannuation advisors depending on your advice needs. Use the form above to book a 15 minute call to find out if speaking to a Financial Planner is right for you.
In some cases you can pay for Equip Super financial advice from your super, but it depends on the type of support you receive from us. An initial 15 minute call to learn more about Equip Super’s Advice services is available at no additional cost and, if you decide you’d like to speak to a Financial Planner, your first appointment is also at no additional cost (and obligation-free).
For Equip Super members, there’s no cost if you receive only ‘super advice' (meaning limited advice relating only to Equip Super products and investment options).
If you receive assistance that relates to financial products or investments outside of super, you can’t pay for that service from your super account.
Depending on what the financial advice is about, you may be able to claim the cost of the advice services in your tax assessment, provided you’ve paid for the advice services directly, and not out of your super account balance.
If you choose comprehensive advice with one of our planners, you may be able to use your super to pay for financial advice about super. Visit the ATO website for more info.
Some of our members choose to go it alone, whereas others prefer to get a helping hand.
You don’t necessarily need an expert to manage your super. As an Equip Super member you can choose the investment options that suit you best, and you can switch between investment options at any time using our member portal.
However, many of our members like to take advantage of our super advice services provided at no additional cost as part of your membership. Super advice is advice that relates specifically to Equip Super products. You can use this service to talk to one of our experts about the different Equip Super investment options and which one might suit you best. Find out more about how our advice process works. Find out more about how our advice process works.
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