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URL: https://cdn.clubplussuper.com.au/wp-content/uploads/2019/03/Financial-Services-Guide_July-2020.pdf
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URL: https://cdn.clubplussuper.com.au/wp-content/uploads/2019/03/Financial-Services-Guide_July-2020.pdf
LINK: https://cdn.clubplussuper.com.au/wp-content/uploads/2019/03/Financial-Services-Guide_July-2020.pdf
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Why see an adviser

We cut through the complexity of money matters.

At Club Plus Financial Planning 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.

The advice you receive from your Club Plus Financial Planning Adviser will be based specifically on your needs and circumstances. We assess 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.

We provide wide-ranging advice on issues such as:

  • Retirement planning
  • Investments (inside and outside of super)
  • Tax-effective strategies
  • Managing debt
  • Budgeting
  • Insurance
  • Superannuation
  • Centrelink entitlements

Make an appointment to see a financial adviser

If you would like to take control of your finances and secure your plans for the future, a Club Plus Financial Planning adviser will can contact you to discuss how they can help you meet your financial goals. Make an appointment.

Meet the team

Want to know who you'll be meeting? Find out more about the Club Plus Financial Planning 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 we 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 download our Financial Services Guide (Club Plus Financial Planning).

This will provide you with information about:

  • Who is my adviser?
  • 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
  • Privacy
  • Professional Indemnity insurance
  • Potential conflicts of interest
  • About Club Plus Financial Planning
  • Complaints

Downloads

¹Financial planning advice is provided by Club Plus Financial Planning Pty Ltd (Club Plus Financial Planning), ABN 14 143 636 766 acts as a Corporate Authorised Representative #367058 of Link Advice Pty Ltd, ABN 36 105 811 836 (“Licensee”). The Licensee holds a current Australian Financial Services Licence #258145 and is responsible for the financial services provided to you. Club Plus Financial Planning is an associated company of Club Plus Superannuation Pty Ltd. There are no fees for general advice or intrafund advice. Where the service extends beyond superannuation and retirement planning advice, you will be invoiced directly.