How can we help?
At Equip Super, we offer a range of services to help our members maximise their superannuation and retirement outcomes. Ranging from factual information to fully tailored personal advice, our education and advice services are accessible to all members regardless of balance or life stage.
| Super check-in | Retirement check-in | Super advice | Comprehensive advice | |
| Who's it for? | Members building their super aged 18-55 years | Members approaching retirement or already retired | All members at any age | Anyone (including non-members) |
| What is it? | A quick check-in to help you keep your super in great shape year-round | A quick look at your account and how you’re set up for retirement | Personal advice and recommendations on your Equip Super account only. | Comprehensive financial plans, tailored to your circumstances and goals |
| How/Where | Over the phone or via video call | Over the phone or via video call | Over the phone | In person, over the phone, or via video call |
| What does it cost? | No extra cost – it’s part of your membership with us | No extra fee – it's part of your membership | No extra fee – it's part of your membership | Fees may range between $2,000 for more basic requirements through to around $5,000 for more complex plans |
| More details | Learn more | Learn more | Learn more | Learn more |
Comprehensive financial advice fees
Your initial consultation with a financial adviser is provided at no cost. This is where we’ll make a preliminary assessment of your needs and develop a picture of the extent of the advice you’ll need.
The costs associated with comprehensive advice can vary widely from person to person, depending on the complexity of your situation and the advice you need. As a general guide, fees typically range from $3,000 for more basic requirements to around $5,000 or more for complex plans.
As part of your initial consultation, your financial adviser will take you through any fees that would apply to the next stages of the planning process. You’re under no obligation to go ahead at this stage, so it’s up to you as to whether you’d like to proceed with receiving advice.
Paying for comprehensive advice
You may be able to pay for comprehensive advice relating to your super directly from your super account. Talk to our team to find out if this applies for the type of advice you may be receiving. Please note that advice relating to financial products or investments outside of super can’t be paid from your super account.
Comprehensive advice explained
Specialised, tailored advice for more complex financial needs, such as contribution strategies, detailed retirement and estate planning, or aged care advice.
The value of advice
When it comes to setting yourself up financially, the little things you do today can make a significant difference to how you get to enjoy your tomorrow. Getting the right support and advice at the right time can put you in control of your money.
The value of advice
When it comes to setting yourself up financially, the little things you do today can make a significant difference to how you get to enjoy your tomorrow. Getting the right support and advice at the right time can put you in control of your money.
| We acknowledge all First Peoples of the beautiful lands on which we live and work, and their enduring knowledge and connections to Country. We honour the wisdom of and pay respect to Elders past and present. |  |  |