We offer different financial advice services to suit different needs – from super advice on your super and retirement accounts, right through to more complex and comprehensive financial advice.
We offer guidance and advice on your Equip Super accounts, such as which investment options will suit your needs, or what types of contributions will work for you. In most cases super advice is provided at no extra cost– it’s all part of your membership.
For more complex financial advice needs, such as broader contribution strategies or detailed retirement planning, we offer a comprehensive financial advice service.
Whether you’re new to the workforce or already planning your next chapter in retirement, a qualified financial planner can help you get more from your super and prepare for retirement.
The financial planning process is all about you – your situation, your needs, your objectives. More broadly, it’s an opportunity to think about how you want to live your life, both now and in the future, and how your finances might be able to support that.
We can provide detailed support and planning services across a rage of areas including:
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.
A financial planner can take the guesswork out of retirement. Book a time for an initial conversation and we can help you map out your retirement goals, supporting services, and next steps.
This initial appointment is obligation free and available to all fund members at no additional charge.
Book a time to talk to our advice team or call us on 1800 065 753
Have a general enquiry? Contact our Helpline.
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Learn more about retirement, what’s involved, and how to prepare – so you can plan and retire with confidence. And there’s no extra cost for Equip Super members – it’s all part of your membership.
If you’ve got a question or you’re not sure where to start, head to our resource centre, and discover interactive modules on super, retirement, investing and more, as well as information tailored to your life stage. Plus, we can refer you to one of our qualified Financial Planners if you need financial advice.
