When it comes to your hard earned money, you don’t want to take guidance from just anyone. You need to know the advice is sound, informed and backed by experience and expertise. So when should you seek direction from an expert? Start at the beginning.
Financial advice can be valuable at any stage of your life. Whether you're planning your family finances or preparing for the next stage of life, receiving financial guidance on your choices can be invaluable.
Members have access to financial planners who are Authorised Representatives of Industry Fund Services Limited (IFS) ABN 54 007 016 195, AFSL 232514.
The financial planners are salaried Hostplus employees.
The right advice at the right time is priceless.
Five touchpoints where a planner can help:
Members who choose to engage the services of a financial planner, will receive a fixed quote before proceeding with personal advice services. This quote will be provided once the planner has understood and agreed with your specific advice requirements.
The fee (once approved by you) will be charged on a fee for service basis.
Fees may be subject to change and, if so, you will be advised when you seek financial planning advice.
As a Hostplus member you can elect to pay these advice fees directly from your superannuation account, if the advice is directly related to your superannuation.
Meet a financial planner and start your journey to achieving your financial goals.