Financial Planning Services
Managing your super doesn’t have to be hard!
We give our members access to simple financial advice solutions – Money Solutions!
As an Intrust Super member, Money Solutions can show you how to get your super in order to achieve financial well-being. Their team of experienced phone coaches and financial planners keep financial advice simple.
Money Solutions gives you a choice of service
• Phone a Personal Money Coach - when you have a single issue about your super or retirement. For example, “Am I in the right investment option?”
• Meet face-to-face with a Financial Planner - when you need a full financial plan or retirement strategy.
Money Solutions focus on you – not products – to help you achieve your financial goals, one step at a time. As experts in saving, superannuation and retirement funding, Money Solutions can help you work out which service best meets your needs.
Low cost, commission-free fee
Money Solutions charge a low cost, commission-free fee for service. You only pay for the advice you receive. There are no ongoing hidden fees.
Depending on the advice you receive, you can have the fee deducted directly from your Intrust Super account. Or... if you have more general questions about budgeting, saving and investing outside of super or would like ideas to reduce your debt, Money Solutions accept cheques, Visa, Mastercard or Bankcard.
You don’t have to make financial decisions alone! To see how Money Solutions can help you make confident decisions about your super, call Intrust Super today on 132 467 to speak to a Money Coach.
Money Solutions Pty. Ltd. AFSL 258145