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Financial advice

Planning for the future

Financial advice

At Plum, we understand everyone is on a different financial journey. Your financial goals and aspirations are unique, and the advice you receive should be too.

Whether it’s a simple question about your super or a complex financial issue, we’re here to help you achieve your best possible financial outcome.

 


Your advice options

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Financial coaching

Our team of Financial Coaches are available to provide general advice related to your super, at no additional cost. We offer 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.

Simple super advice

For advice on specific superannuation topics, tailored to your personal circumstances, this option might be for you. We have a team of Super Advisers you can speak to over the phone about topics such as contributions, investments, and retirement options, at no additional cost.

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Comprehensive advice

If your situation requires complex financial advice, our comprehensive advice service can help. By considering your personal situation, financial goals, and needs, our team of advisers can develop a tailored financial plan, and ongoing support.

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If you’re not ready to speak to our Financial Coaching team, our digital tools and easy-to-use calculators are a simple, self-serve option to help you understand more about your super.

Not sure what’s right for you?

Chat with us now

1800 903 323

 


 

Important information 

The Financial Coaches provide financial advice under the Australian Financial Services licence (AFSL) of Actuate Alliance Services Pty Ltd ABN 40 083 233 925 AFSL 240 959 (Actuate). NULIS Nominees (Australia) Limited ABN 80 008 515 633, AFSL 236465 (NULIS) is the trustee of MLC Super Fund ABN 70 732 426 024 (Fund). Actuate and NULIS are both companies within Insignia Financial Group which comprises Insignia Financial Limited ABN 49 100 103 722 and its related bodies corporate (Insignia Financial Group). NULIS has an arrangement in place in which Actuate has been appointed to provide general and limited advice services (which includes Simple super advice) to members of relevant products in the Fund. Neither NULIS, nor any other entity within Insignia Financial Group, including any other 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 Actuate.

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.

Please Note: Caution should be taken when clicking on any unknown URLs. Do NOT open the URL if it appears suspicious or is from an unknown party.

Information on this webpage has been provided by Actuate and is current as at 30 August 2023.