Simple super advice is available if you require specific advice on topics related to your super. This type of advice considers your personal circumstances in relation to the topic and is available at no additional cost.
After an appointment with one of our qualified Super Advisers, you will be provided with a Statement of Advice, which includes the recommended actions discussed with your adviser.
The first step is a no-obligation consultation with our Financial Coaching team, at no additional cost.
Simple super advice might be right for you if:
- You’d like to understand more about choosing how your super is invested
- You’re looking to make extra super contributions, and how this can help grow your balance
- You’re thinking about retirement and would like to understand more about your options
It’s easy to get started.
Book an appointment with a Financial Coach to learn more about your advice options.
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.
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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