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At IOOF, we understand your financial goals 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’ll connect you with someone who can help.
Financial coaching
Our Financial Coaches can provide general advice related to your super. You can choose from different financial topics that can help you grow your super and have the freedom to enjoy retirement. Coaching is part of being with IOOF and there is no additional cost for members.
Simple super advice
This option is right for you if you want advice on specific super topics tailored to your personal circumstances. Our qualified team of Super Advisers can provide you with advice on preparing and planning for retirement, or investment and contribution advice. This is part of being with IOOF and there is no additional cost for members.
Personal advice
If you have complex advice needs, we can connect you with a Financial Adviser within our network, who can support you with personal advice. The first step is to speak with a Financial Coach so they can get a basic understanding of your needs and transfer you to the right adviser.
It's easy to get started
Getting expert help at no additional cost is all part of being with IOOF
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.