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Make informed decisions about your super with access to general financial advice

Getting expert help at a time that suits you is all part of being with IOOF. Simply book a 30-minute appointment with one of our friendly Financial Coaches. Financial coaching is part of being with IOOF and there is no additional cost for members.

Our Coaches can help you: 

  • Understand the options available to boost your super
  • Understand your options leading up to retirement
  • Understand considerations when choosing an investment option
Book now

Superannuation and investments

  • Understand how super works
  • How to boost your super balance
  • Understand your investment options

Planning for retirement

  • Understand your options leading up to or in retirement
  • How and when to access super
  • What to consider when you’re ready to retire

Insurance health check

  • Understand how insurance works
  • Insurance inside or outside of Super – what to consider
  • Understand your insurance options

Government age pension concierge

  • 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 IOOF

Book now
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 companies within Insignia Financial Group which comprises 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 1 May 2024.