Financial planning

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It’s never too early or too late to talk to our Financial Planners*!

Our Financial Planners are passionate about providing you with personalised advice to help you make smart financial decisions that can benefit you now and in years to come.

And the advice they provide doesn’t stop with super. They can help you make informed decisions and provide quality advice on a wide range of topics, including:

• Super and retirement planning
• Taxation
• Insurance
• Managed funds
• Estate planning
• Investment strategies and wealth creation.

In addition to this, our planners also host free retirement planning sessions.

Find out more about how our Financial Planners can help you!

	What is financial planning? Did you know that financial advice is about much more than just choosing products and investment options? Read more
	How does it work? Our process is simple and your first fact finding appointment is free! Read more
	How you'll be charged There are no hidden costs with our financial planning! Our planners will tell you upfront about any applicable fees and you’ll only ever pay for advice that you have requested. Read more
	Make an appointment Make a free, no obligation fact finding appointment with one of our Financial Planners. Read more

_{*Financial planning services may be provided by authorised representatives of the Fund's Administrator and wholly owned company, Statewide Financial Management Services Limited, ABN 69 092 109 209 Australian Financial Services Licence No. 239063 or in their capacity as authorised representatives of Quadrant First Pty Ltd (Quadrant First) ABN 78 102 167 877 AFSL No. 284443. Fees may apply for financial planning advice.}