Financial Advice
Navigating finances can be complex, but you don’t have to do it alone.
Supporting members through their financial journey
Navigating finances can be complex, but you don’t have to do it alone.
We have engaged a Financial Adviser from Industry Fund Services1 to provide you with the information you need to make informed decisions and reach your financial milestones.
Whether you’re planning for retirement, saving for a major purchase, or simply looking to manage your finances more effectively our Financial Adviser can help.
Through this partnership, you can access support to tailored financial planning solutions designed to help you meet your long-term and/or short-term goals and objectives.
How we can help
Take the first step towards financial freedom with a financial health check at no additional cost to members and their families.
We are excited to announce that June is Advice Month, during which you and your family can receive a financial health check at no additional cost from a qualified Financial Adviser.
What’s in it for you?
- Personalised Projections: Receive insight and guidance to help you towards your financial needs and goals.
- Confidential Discussions: Your privacy is our priority and what is discussed in these sessions will never be shared outside of this meeting.
- Convenient Meetings: Choose between online sessions via Microsoft Teams or face-to-face meetings on set days.
How to Book
- Visit our Booking Page.
- Select a convenient time for your one-hour session.
- Choose your preferred meeting type: online or face-to-face.
- Receive an email with the Microsoft Teams link for online meetings or details for face-to-face meetings.
We have partnered with OwnMoney to provide members with access to online financial advice courses at no additional costs to members.
Members can access these courses here Click to login
Username: incolink
Password: IncolinkUser
Whatever financial stage you're at, we can help guide you through it.
If you have any questions about these services please give us a call on 03 9668 3074.
Financial Services Guide
Our Financial Services Guide (FSG) provides information about the services your Adviser and IFS can provide, how our representatives are remunerated, and how to access our complaints process.
