Life’s a little different for everyone. And when it comes to planning and managing our finances, we all need different things at different times. That’s why we provide you with a wide range of support and advice options, so you can access the support you need, exactly when you need it. From a range of super advice services at no extra cost, right through to fee-for-service comprehensive financial advice.
Super check-ins are designed for Equip Super members aged 18-55 years who are still actively building their super for retirement. You can take a DIY approach with our tools and calculators, or give our team a call for a quick 15-minute super health check.
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If you're aged 55 or above, our Retirement Specialists are here to help. Booking a quick retirement check-in is a great way to keep your account in good shape while planning your future.
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What is it?
Personal advice and recommendations on these common super topics:
Who is it for?
All Equip Super members
What does it cost?
There’s no extra cost for this service – it’s part of your membership with us.
What is it?
Comprehensive financial plans, tailored to your circumstances and goals. For example:
Who is it for?
Anyone in need of advice – Equip Super members and non-members alike.
What does it cost?
Financial advice is complex so we'll hold an obligation-free initial appointment at no extra cost to help us assess if advice suits your needs and what it may cost.
Whether you’re looking for support and advice at no extra cost, or a comprehensive personal financial plan, use this form to book your appointment and we’ll be in touch at the time that works for you
That’s okay – you can also book in for a quick chat with our team.
In some cases we might be able to resolve your question on the spot, but we can also take you through the different services we offer to help you decide what might be right for you. And if you’d like to go ahead, we can book you in with the right team.
Want to do your own research first? Compare our advice services online.
Let's start with your contact details
If you're still not sure which service to choose, start by giving our team a call. We can have a quick chat about your needs, and connect you to the service that's likely to be the best fit for you.
If you're still not sure which service to choose, start by giving our team a call. We can have a quick chat about your needs, and connect you to the service that's likely to be the best fit for you.
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