As part of your membership, our team of financial experts are available to provide general advice related to your super, at no additional cost. Our service includes 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. It’s all part of our commitment to helping your financial wellbeing.
Allow our experts to help you stay on track
Knowing your super is set up to achieve your goals is the first step.
Speak to one of our experts to learn about topics that most of our members find helpful in thinking about, what if anything, to do with their super.
- How to boost super balances
- Understand how super is invested and the options
- Find out more about a transition to retirement income stream
- Know the different types of insurance available
It’s easy to get started.
Getting expert help is all part of being a Plum member, with appointments over the phone and via secure video.
It’ll cost you nothing extra to talk to us – this service is included as part of your membership. Get in touch to make an appointment.
The Financial Coaches provide advice under the Australian Financial Services licence 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 (formerly IOOF Holdings Ltd) 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. 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.
Call us on 1300 55 7586 opens in new window|tel: 1300557586 (overseas +61 3 9966 5813 opens in new window|tel: +61 3 9966 581), Mon-Fri 8am-7pm AEST (8pm AEDT).
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