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Financial coaching

Our team of Financial Coaches provide general advice related to your super, at no additional cost. The service offers general advice on a wide range of financial topics that can help you better understand super, and how to make informed decisions to help you maximise your retirement savings.

Book an appointment with a Financial Coach.

Book an appointment

Our Financial Coaches can help you stay on track.

Speak to our team to learn about topics that most members find helpful when it comes to deciding what, if anything, they should do with their super.

 

Superannuation and Investments

 

Planning for Retirement

 

Insurance Health Check

 

Government Age Pension Concierge

    • How to boost super balances
    • Principles of investing, how super is invested, the options available and what to consider if making changes
    • Considerations to be aware of if consolidating super
    • What to consider when choosing a beneficiary

     

    • Understanding the options leading up to or in retirement
    • How and when to access super and what to consider when the time comes

     

    • Understanding your insurance and the options available
    • Different insurance types and how they work
    • Insurance inside or outside of Super – what to consider

     

    • Available to members where they, or their partner (de facto), are aged 66 and over.
    • Factual information on Government Age Pension eligibility criteria
    • Initial Government Age Pension assessment report
    • How to apply for the Government Age Pension
    • Book an appointment with us to get a personalised report on eligibility.

     

It’s easy to get started.

Getting expert help at no additional cost is all part of being with MLC.

Important information

The Financial Coaches 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 companies within Insignia Financial Group which comprises Insignia Financial Limited ABN 49 100 103 722 and its related bodies corporate (Insignia Financial Group). NULIS has an arrangement in place in which Actuate has been appointed 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.

Information on this webpage has been provided by Actuate and is current as at 1 May 2024.

Get in touch

 Call us

Call 1800 111 171 between 9am and 5pm AEST/ AEDT, Monday to Friday

 Book a super consultation

Invest 30 minutes into looking after your super