Get one-on-one professional advice and a tailored approach to the topics on your mind
Our team of qualified financial planners are available to help you design a financial plan that suits your goals and dreams.
Everyone can benefit from seeking expert help when making important decisions about their financial future. A financial planner can provide guidance and confidence in your financial decisions.[AD1] You might consider a financial planner if you have additional questions or complex needs.
Our team of qualified financial planners are available to help you design a financial plan that suits your goals and dreams.
Did you know...
Our clients tell us that our financial planners helped them feel confident about their financial future rating us on average 9.1 out of 10*.
*Feedback based on 1,571 clients. Provided between 1 January 2025 and 10 April 2025
Our qualified financial planners will help tailor your financial plan to your life and needs. We start by understanding your current financial picture in order to explore what's possible in the future.
We鈥檒l ask you about the kind of lifestyle you want now, and in the future. To prepare for your appointment you鈥檒l need to know details about your overall financial picture. This includes a few things like:
A good place to start is your 听where you'll find a lot of your financial information in the one place.
When you book your appointment听we鈥檒l follow up with a list of items to prepare in advance, such as pay slips, loans and savings statements, and other super and investment statements.
Building a financial plan is important because it helps you make informed choices between your obligations and goals and gives you the flexibility to adjust course as new situations arise.
Things to think about before your appointment:
Your first meeting will usually run for around an hour. We鈥檒l also prepare a Letter of Engagement, based on what we鈥檝e discussed with you, and prepare a fee schedule for you to review and agree.
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Your planner will analyse different scenarios and strategies. They'll also assess how they meet your needs. They鈥檒l prepare your financial plan, detailing and explaining their recommendations. They will then send it to you to review. If you like, your planner can set up time to take you through your financial plan. They鈥檒l explain their recommendations and your next steps.
Once we鈥檝e discussed and agreed next steps, we鈥檒l support you to put your plans into action.
If anything pops up in life, or you want to make changes, we鈥檙e a phone call away to help you navigate it all.
Regular reviews can be a good way to make sure your plan is meeting your goals. It鈥檚 completely up to you if you鈥檇 like to have a regular review. This is at an additional cost. Your planner will let you know if there are changes you can make to optimise your financial position.
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Meet Peter Hogg听General Manager Guidance & Advice, 91黑料
"The right way to engage more Australians in advice is by helping them get started with the basics and taking that important first step, like getting a better understanding of how superannuation works. Financial advice isn't just about the numbers.听 It鈥檚 about understanding each member's unique goals and providing guidance that empowers them to achieve those goals with confidence and clarity. Our dedicated financial planners are here to help, ensuring members can build confidence in their financial future and live their best retirement."
The most important thing to look for in a financial planner is someone who will take the time to get to know you, so they can act in your best interest.
A great planner should ask you what you want to achieve and what matters most to you. They explain concepts and your options in simple terms, making everything easy to understand. Plus, they encourage you to ask questions, so you feel confident and informed every step of the way. When they provide you with a financial plan, they'll be available to talk to you about their recommendations and answer any questions you have.
Before meeting with a financial planner, you should check their qualifications and history. All our financial planners are qualified and authorised to provide financial advice.
You can check a planner鈥檚 qualifications and history on the
[AD1]听Advice provided by Aware Financial Services Australia Limited (ABN 86 003 742 756, AFSL 238430), wholly owned by 91黑料.听