Preparation

Before you go to IFS it’s important that you prepare yourself by thinking about your financial goals.

 

First appointment

The first appointment is free of charge and obligation. During this session your planner will find out what your financial objectives are and what type of advice you’ll need.

 

Quote

After the first appointment, you’ll receive a quote on what a full financial plan would cost you. You can then decide if you want to go ahead with it.

 

Preparation of plan

Once your financial planner has a clear picture of your situation and a good idea of your attitude to investment risk, security and different types of investments, they’ll develop a detailed written financial plan (Statement of Advice).

Your planner will take into account your short-term and long-term needs, tax considerations and the level of investment risk you’re comfortable with when preparing the plan.

 

Second appointment

Your planner will present and explain the financial plan to you in person.

 

Putting your plan into action

Once you are happy with the strategy, your planner can help you put your financial plan into action.

 


This information is of a general nature and does not take into account your personal objectives, situation or needs. Industry Fund Services (IFS) is a division of Industry Fund Services Pty Ltd (IFS - ABN 54 007 016 195, AFSL 232514). You should assess your own financial situation before making any investment decisions based on this information. Past performance is no guarantee of future performance.

Super SA does not recommend, endorse or accept responsibility for products or services provided by third-party organisations. Terms and conditions apply – these should be obtained from IFS. Super SA does not accept liability for any loss or damage caused by the products and services provided by IFS. Super SA does not receive any commissions from this organisation as a result of members using their products and services.