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A financial planner can take the gueswork out of retirement. Book a time for an initial conversation and we can help you map out your retirement goals, supporting services, and next steps.
This initial appointment is obligation free and available to all fund members at no additional charge.
Call us on 1800 065 753 or book a time for call back.
Have a general enquiry? Contact our Helpline.
Complete the form below and our team will be in touch
The financial planning 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 can provide detailed support and planning services across a rage of areas including:
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.
Once you’re ready to go ahead, your financial plan will be put into action. Where appropriate, your financial planner may work with specialist professionals on your behalf, such as an accountant or solicitor.
Once we implement the recommendations we’ve provided, it can be a good idea to also arrange additional reviews with your financial planner from time to time to help ensure your plan is on track and continuing to deliver what you need for your retirement.
This can form an important part of the overall comprehensive advice process, as your needs and objectives can change over time.
For example, through the review process we could provide further advice on:
Here at Equip Super, we provide two levels of financial advice:
* Financial advice is provided by representatives of Togethr Financial Planning Pty Ltd (ABN 84 124 491 078, AFSL 455010), trading as Equip Financial Planning, a related entity of Togethr Trustees Pty Ltd.
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