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, comprehensive financial planning services are available to 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.
1 ABN 54 007 016 195 AFSL 232514
How we can help
We want to bring financial education to you, so you and your family can make decisions confidently. A qualified Financial advisor can run toolboxes on-site tailored to the needs of you and your workforce.
Over 15 minutes, a qualified Financial Adviser will run through things to keep in mind when it comes to your personal finance and some practical tips. They’ll also be able to answer any general questions you have following the session.
You can register your interest in these toolboxes here.
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
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Whatever financial stage you're at, help is available to guide you through it.
If you have any questions about these services please give us a call on 0459 758 637 or email donae@incolink.org.au.
Financial Services Guide
The Financial Services Guide (FSG) provides information about the services the Adviser and IFS can provide, how representatives are remunerated, and how to access their complaints process.