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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

The first step to getting expert help is to book time with our Financial Coaching team for a no-obligation discussion, at no additional cost.

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). IOOF Investment Management Limited (IIML) ABN 53 006 695 021 AFSL 230524 is the trustee of the IOOF Portfolio Service Superannuation Fund ABN 70 815 369 818 (Fund). Actuate and IIML are both part of the Insignia Financial group of companies, comprising Insignia Financial Ltd ABN 49 100 103 722 and its related bodies corporate (Insignia Financial Group). IIML has an arrangement in place in which Actuate has been appointed to provide general and limited non-ongoing personal advice services (which includes simple super advice) to members of relevant products in the Fund. Neither IIML, 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.