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Detailed financial advice when you need it. 

Whether you’re just entering the workforce or thinking about retirement, a qualified financial planner can help you manage your commitments and grow your long-term wealth.

Equip’s financial planners create personalised plans based on your lifestyle needs and income expectations. They are members of the Financial Planning Association (FPA) and do not receive any commissions.

We can assist with:

  • Superannuation strategies
  • Retirement planning
  • Investment strategies
  • Aged care advice
  • Wealth creation outside of super 
  • Maximising Centrelink benefits

Fees and costs 

Our planning process is as transparent as our pricing policy, and means you'll always know costs upfront. You can even pay directly from your super - subject to certain conditions.

We charge based on an hourly rate and provide you with a cost estimate that you must authorise before we start on your plan. We receive no commissions from any of the products or services we recommend to you.  

  • Introductory appointments - We charge a flat $143 (including GST) hourly rate for appointments. A standard appointment lasts one hour.
     
  • Statement of Advice (SoA) - The cost of preparing a full financial plan, or SoA , is usually $1,100 (including GST). However, the cost may be higher for more complex plans.
     
  • Review fee - We recommend that you make an annual appointment to review your plan and ensure it still aligns with your situation and goals. A $550 review fee is generally payable, unless your matters are more complex, in which case the fee may be higher.
Play

How to achieve a comfortable retirement

Superannuation  |  26.05.16  |   5 min duration

How much money do I need for a comfortable retirement? If you're approaching retirement age it's a question you've probably been asking yourself. Financial planner, Steven Perrett, says the answer is different for everyone.

Read more

Book an appointment 

Equipsuper Pty Ltd (“Equip”) (ABN 64 006 964 049, AFSL 246383) is the Trustee of the Equipsuper Superannuation Fund (“the Fund”) (ABN 33 813 823 017, MySuper Authorisation 33813823017672). This document provides general information only. It does not take into account your personal objectives, financial situation or needs, so should not be taken as personal advice. Before making a decision to invest in the Fund, you should read the appropriate Equip Product Disclosure Statement (PDS). Past performance is not an indication of future performance. Equip is licensed to provide intrafund personal and general superannuation advice under its AFSL. Member Advisors are employees of Equip. For more information about the remuneration of Equip and its employees, please refer to the Equipsuper Financial Services Guide (FSG).

Equipsuper Financial Planning Pty Ltd (“EFP”) (ABN 84 124 491 078, AFSL 455010) is licensed to provide financial planning services to retail and wholesale clients. EFP is owned by Equipsuper Financial Holdings Pty Ltd (ABN 11 604 515 791). You can obtain the EFP Financial Services Guide and/or Privacy Statement by contacting our Helpline 1800 682 626

Check your retirement income with the Equip calculator