Financial Planning

At Super SA, we encourage you to seek professional financial advice on your financial planning needs.

You can choose your own financial planner or you can take advantage of the service available through Industry Fund Services. The financial planners at IFS can advise you about the options available to SA public sector employees.

If you’re looking for detailed advice, Industry Fund Services (IFS) can help you with a wide range of issues, including:

  • Superannuation and retirement planning
  • Insurance
  • Managed funds
  • Investment strategies and wealth creation.

If you choose to use the service available to Super SA members via Industry Fund Services, there is a fee of $350 for the initial meeting. 

After the first appointment, you will receive a quote on what a full financial plan would cost you. You can then decide if you want to go ahead with it, and you can request to pay the fee directly from your Triple S, Super SA Select or Flexible Rollover Product account. 

If you would like to learn more about financial planning, or to make an appointment with an IFS planner, please call Super SA on 1300 162 348.

Of course, you may wish to choose your own professional financial planner. If you need help you can contact the Financial Planning Association of Australia.

 

Find out more:

IFS Financial Planning process

 


This information is of a general nature and does not take into account your personal objectives, situation or needs. 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 has engaged Industry Fund Services Limited (IFS) ABN 54 007 016 195 AFSL No. 232514 to facilitate the provision of financial advice to members of Super SA who wish to take up this service. Further information about the advice services that can be provided by IFS is set out in the relevant Financial Services Guide, a copy of which is available from the IFS Financial Planning team.  IFS is responsible for any advice given to you by its Representatives.

Super SA does not recommend, endorse or accept responsibility for products or services provided by third-party organisations. Super SA does not accept liability for any loss or damage caused by the products and services provided by IFS.