Insignia Financial is aware of incidents involving a malicious third-party attempting to access online superannuation accounts across some parts of the Superannuation Industry. As a Plum member, there has been no impact on the security of your account or our services.
Comprehensive financial advice involves a complete view of your personal situation and financial goals. Your adviser will work with you to create a plan and strategies to help you achieve your desired outcome. Your adviser can also offer continued support as you transition through the different stages of your financial journey.
Every financial plan and its level of complexity will be different, fees can vary. If you wish to proceed with a plan your adviser will explain all upfront and any ongoing fees and costs prior to your agreement to proceed.
Comprehensive advice should be considered if you:
- Have a complex financial matter requiring detailed planning.
- Require ongoing personal advice.
- Have financial planning needs that include the situation of a partner or spouse.
- Are considering retirement and would like an investment strategy to help you retire comfortably.
- Need advice on insurance outside of your super.
- Need advice on complex investment strategies, options, and plans outside of super.
- Require estate planning.
It’s easy to get started.
To help you decide if comprehensive advice is right for you, the first step is to speak to our Financial Coaching team for a no-obligation discussion, at no additional cost.
Book an appointment today.
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). Actuate is a company within Insignia Financial Group which comprises Insignia Financial Limited ABN 49 100 103 722 and its related bodies corporate (Insignia Financial Group). No other entity within Insignia Financial Group, including any 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.
Information on this webpage has been provided by Actuate and is current as at 1 May 2024.
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