At MLC, we understand everyone is on a different financial journey. Your financial goals and lifestyle aspirations are unique, and the advice you receive should be too.
Whether it’s a simple question about your super or a complex financial issue, a range of advice services are available to provide clarity and help you achieve your best possible retirement outcome.
Whether you're just starting to plan or thinking about how to make the most of your final working years, it's important to know if your super is on track for the lifestyle you want in retirement. The Personal Super Calculator, available to eligible MLC members, can provide you with a personalised super report for your life stage.
Once you’ve completed the report, you can chat to our team of Financial Coaches who can help with topics like contributions, investment choices, and retirement options — all over the phone and at no extra cost.
Our team of Financial Coaches are available to provide general advice related to your super, at no extra cost. From helping you to grow your super balance, exploring different investment options to planning for retirement, our coaches can help you step closer to a glorious retirement.
Where our Financial Coaches identify that you may benefit from personal financial advice in relation to your super they will introduce you to our Simple Super Advice team or one of our digital solutions.
If your financial situation is more complex, comprehensive advice could be the right fit. An adviser will consider your personal circumstances, goals, and needs to create a tailored financial plan, with ongoing support and guidance.
Our Financial Coaches can connect you to a panel of financial advisers, including Shadforth1 and Bridges2.
Ready to start your advice journey? Speak to a Financial Coach today.
If you’re not ready to speak to our Financial Coaching team or want to get started right away, our digital tools and calculators offer a simple, self-service way to learn more about your super.
Important information
The Financial Coaches, Super Advisers, Education Managers and Client Relationship Managers provide financial advice under the Australian Financial Services licence (AFSL) of Actuate Alliance Services Pty Ltd ABN 40 083 233 925 AFSL 240 959 (Actuate). NULIS Nominees (Australia) Limited ABN 80 008 515 633, AFSL 236465 (NULIS) is the trustee of MLC Super Fund ABN 70 732 426 024 (Fund). Actuate and NULIS are both part of the Insignia Financial group of companies comprising Insignia Financial Limited ABN 49 100 103 722 and its related bodies corporate (Insignia Financial Group). NULIS has appointed Actuate to provide general and limited advice services (which includes simple super advice) to members of relevant products in the Fund. Neither NULIS, nor any other entity within Insignia Financial Group, including any other entity within the Insignia Financial Group that is a trustee for a regulated superannuation fund, is liable for or responsible for any work, action or advice provided by Actuate.
Any advice or information provided to you by a Financial Coach during a super consultation will be of a general nature only and will not take into account your personal objectives, financial situation and needs. Because of that, before acting on any advice provide to you, you should consider its appropriateness to you, having regard to your personal objectives, financial situation and needs.
Please visit insigniafinancial.com.au/actuatewdi for important information about Actuate’s financial advice services.
1 Shadforth Financial Group (Shadforth) ABN 27 127 508 472, AFSL 318613. Shadforth is part of the Insignia Financial Group. Please visit sfg.com.au/wdi-fsg for important information about Shadforth’s financial advice services.
2 Bridges Financial Services Pty Limited (Bridges) ABN 60 003 474 977 AFSL 240837. Bridges is part of the Insignia Financial Group. Please visit bridges.com.au/wdi-fsg for important information about Bridges’ financial advice services. Information on this webpage has been provided by Actuate and is current as at <publishing date>.
