The financial advice process is all about you – your situation, your needs, your objectives. More broadly, it’s an opportunity to think about how you want to live your life, both now and in the future, and how your finances might be able to support that.
We offer two types of advice - Super advice and Comprehensive advice. We also offer 15 minute super and retirement check-ins. You can book in a time for a call back via the form below, or learn more about each service.
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.
What does it cost?
There’s no extra cost for this service – it’s part of your membership with us.
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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.
What does it cost?
There’s no extra cost for this service – it’s part of your membership with us.
Personal advice and recommendations on your Equip Super account to help you choose the right investment, make smart contribution decisions, and transition to retirement.
What does it cost?
There’s no extra cost for this service – it’s part of your membership with us.
Specialised, tailored advice for more complex financial needs, such as contribution strategies, detailed retirement and estate planning, or aged care advice.
What does it cost?
Your initial appointment with a Financial Planner is at no extra cost. From there, fees apply.
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
Equip Super Financial Planners don’t receive any commissions, bonuses or incentives – either for the advice they provide, or the products they recommend.
So you can be confident that the advice and recommendations you receive are made with your best interests in mind.
Equip Super Financial Planners don’t receive any commissions, bonuses or incentives – either for the advice they provide, or the products they recommend.
So you can be confident that the advice and recommendations you receive are made with your best interests in mind.
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