Financial planning

Getting the help you need

No matter what your financial situation is, or where you’re at in life, a financial planner can help.

Your CareSuper membership gives you access to professional financial planners through Industry Fund Financial Planning (IFFP). The planners are available in our offices and over the phone, so no matter where you are, you can get the financial help you need.

CareSuper’s financial planners can help you:

• Create wealth – by selecting the most appropriate investments for you.
• Make informed decisions – on areas such as investments, insurance, estate planning and retirement planning.
• Achieve your financial targets – by minimising tax and maximising government concessions
• Plan to achieve your goals, such as buying property, maximising your retirement income and travel.
• Cope with the unexpected – such as redundancy, divorce or inheritance.

For super related advice, members can receive FREE advice over the phone. Call the CareSuperLine on 1300 360 149 to be put through to a financial planner.

For advice beyond super, we offer financial planning on a fee-for-service basis. There are no surprises though, as fees are agreed with you up-front and are calculated hourly. And because the planners don’t receive any commissions* for recommending a particular product, they’ll work closely with you to provide tailored and personal advice that fits in with your plan.

IFFP newsletter

Subscribe to the IFFP Newsletter to:

Call the CareSuperLine on 1300 360 149 to find out more about financial planning.

_{*Where a commission must be paid the commission is donated to charity.}