Getting award-winning1 expert help is all part of being a Plum member, with appointments over the phone and via secure video.
We’re focused on you. Your goals today and even the ones that change down the track. Our expert team can provide general advice on a wide range of financial topics that can help you better understand super, and how to make informed decisions to help you maximise your retirement savings.
It costs nothing extra to talk to us – this service is included as part of your membership. Get in touch to make an appointment.
Our Financial Coaches can help you stay on track.
Speak to our expert team to learn about topics that most members find helpful when it comes to deciding what, if anything, they should do with their super.
Superannuation and Investments
Planning for Retirement
Insurance Health Check
Government Age Pension Concierge
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- How to boost super balances
- Principles of investing, how super is invested, the options available and what to consider if making changes
- Considerations to be aware of if consolidating super
- What to consider when choosing a beneficiary
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- Understanding the options leading up to or in retirement
- How and when to access super and what to consider when the time comes
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- Understanding your insurance and the options available
- Different insurance types and how they work
- Insurance inside or outside of super – what to consider
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- This service is available to members, their spouses, and de facto partners aged 66+
- Receive a Government Age Pension eligibility assessment report
- How to apply for the Government Age Pension if you’re eligible
It’s easy to get started.
Getting expert help at no additional cost is all part of being with Plum.
Allow our experts to help you stay on track
Knowing your super is set up to achieve your goals is the first step.
Our financial coaches can help you:
- Explore tax-effective ways to build your super balance
- Understand your options and how super is invested
- Find out more about a transition to retirement income stream
- Know the different types of insurance available within super and how the right level of cover may protect your loved ones should something happen to you
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 part of the Insignia Financial group of companies comprising 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.
Information on this webpage has been provided by Actuate and is current as at 17 September 2024.
1 Awards and ratings are only one factor to consider when choosing a super fund. For more details on Plum Super’s awards and ratings, visit plum.com.au/awards
Call us on 1300 55 7586 opens in new window|tel: 1300557586 Monday to Friday 8am-7pm AEST (8pm daylight savings time).
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