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Financial planning

Planning for your financial future

As a CareSuper member, you can access personal advice relating to specific financial matter, including investment choice, insurance, tax, retirement and estate planning, or any other financial matter. CareSuper offers access to financial planners who are licensed through Industry Fund Financial Planning (IFFP). The fee will be agreed upon in writing first. IFFP does not accept commissions and advice is provided on a fee for service basis.

To find out more about the financial planning services available, call the CareSuperPensionLine on 1300 664 781

Financial planning is offered through CareSuper’s relationship with Industry Fund Financial Planning, a division of Industry Fund Services Pty Ltd (IFS), ABN 54 007 016 195, AFSL 232514. Advice is provided under the authority of the IFS licence.

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