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How can we help?

We offer different financial advice services to suit different needs – from super advice on your super and retirement accounts, right through to more complex and comprehensive financial advice. 

Super advice

We offer guidance and advice on your Equip Super accounts, such as which investment options will suit your needs, or what types of contributions will work for you. In most cases super advice is provided at no extra cost– it’s all part of your membership.

Comprehensive advice

For more complex financial advice needs, such as broader contribution strategies or detailed retirement planning, we offer a comprehensive financial advice service.

Financial advice may be provided to members by Togethr Financial Planning Pty Ltd (ABN 84 124 491 078 AFSL 455010) – a related entity of Togethr Trustees Pty Ltd.

Could you benefit from advice?

Whether you’re new to the workforce or already planning your next chapter in retirement, a qualified financial planner can help you get more from your super and prepare for retirement.

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Our advice process

Learn more about our advice process and how it can help you reach your financial goals.

How the advice process works

What’s involved?

New to advice? Not sure what’s involved? Let’s take a look at what you can expect from the financial advice process.

How advice works
Preparing for your first appointment

Everything you need to know to get ready for your first appointment with us, including forms and important documents.

Let's get ready
Who provides the advice?

Our Financial Planning team operates Australia-wide and our qualified Financial Planners are bound to work in your best interests.

Meet our team
What does advice cost?

In many cases, advice and guidance on your Equip Super account is provided at no extra cost. If costs do apply, we’ll explain these to you upfront, so you can decide if you’d like to go ahead.

Learn more

Events and seminars

Learn more about retirement, what’s involved, and how to prepare – so you can plan and retire with confidence. And there’s no extra cost for Equip Super members – it’s all part of your membership.

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Retirement is changing. People are living longer, they’re remaining active, and they’re looking at ways to maintain their lifestyle. Increasingly, that means taking up some part-time work.  Read More
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Retirement income explained
Building up a healthy superannuation balance is important, but how you access and invest your money in retirement will determine how long it lasts.  Read More
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How to keep active in Retirement
Everyone approaches retirement differently. But those early days as you transition from full-time work can be challenging, and it’s important to have a plan in place. Read More

Need a hand?

If you’ve got a question or you’re not sure where to start, head to our resource centre, and discover interactive modules on super, retirement, investing and more, as well as information tailored to your life stage. Plus, we can refer you to one of our qualified Financial Planners if you need financial advice.

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