Why see an adviser
We cut through the complexity of money matters.
At Club Plus Super we help you make decisions about how to get the most out of your hard earned money. It doesn’t matter how much or little you have – it’s about how your money works for you that will make the difference in retirement.
Club Plus Super has an arrangement with Link Advice to provide financial product advice to Club Plus Super members. The advice you receive, will take into account your financial objectives as well as your tolerance to risk, so you can be sure you are getting appropriate financial advice that works for you
What financial services are available to me?
Your adviser is authorised to provide financial product (intra fund) advice in respect of Club Plus products and general financial product advice in respect of your superannuation.
Types of advice
Personal (intra fund) Advice
Intra fund advice refers to limited or scaled personal advice about your superannuation account without an additional fee being charged to you. It does not include advice relating to products outside the superannuation fund.
Your adviser can also provide you with general advice about the products and options available at Club Plus Super. General advice does not take into consideration your personal circumstances or objectives. As such, you should assess your own financial situation and read the PDS before making an investment decision based on the advice.
Request a call to talk to an adviser
If you would like to take control of your superannuation and secure your plans for the future, request a call from an adviser to discuss how they can help you meet your financial goals. Request a call.
Meet the team
Reviewing your financial plan.
A financial plan should never be a case of ‘set and forget’. A change in your circumstances or the financial markets can impact on your plan and influence returns in the long run. So, we recommend that at least once a year you review your plan to ensure your investment strategies remain appropriate and that you are on track to meet your goals.
For more important information such as what services we are authorised to provide to you and how we remunerate advisers, please scroll down to download our Financial Services Guides.
This will provide you with information about:
- Who is my adviser?
- Is my adviser independent?
- Who is responsible for the advice given
- What financial services are available?
- How will I pay for this service?
- The advice process
- Types of advice
- Professional Indemnity insurance
- Potential conflicts of interest
- About Club Plus Super
Club Plus Super has an arrangement with Link Advice (ABN 36 105 811 836, AFSL 258145) to provide financial product advice to Club Plus Super members.
Your Club Plus Super adviser is an Authorised Representative of Link Advice Pty Ltd ABN 36 105 811 836, AFSL 258145 (‘Licensee’).
If you proceed with advice you will be provided a Financial Services Guide that outlines the relationship and advice services in more detail. There are no fees for general advice or intra fund advice.