Financial Advice

Planning for retirement is complex. We all need expert advice to develop a successful financial plan that suits our needs and makes wise use of a lifetime of super savings. But who do you turn to?

IFFP Financial Planners

ESSSuper has ‘partnered’ with a licensed financial planning organisation, Industry Fund Financial Planning (IFFP), to provide you with fee for service commission free financial advice. The financial planners are able to provide you with a range of services that take into account your specific financial needs and objectives.

Before you see our financial planners…

Step 1. Use the tools, calculators and information on this site to find out about your options within ESSSuper
Step 2. For general questions about your super or ESSSuper call us!
Step 3. Attend a member seminar (see upcoming seminars)
Step 4. To discuss your own account and the options available to you, make an appointment to see a Member Education Consultant

Some key facts you should know about the service:

Credentials at a glance: IFFP Financial Planners hold an Australian Financial Services Licence (AFSL).

Fees designed to suit you:
Our member research showed that members preferred a flat fee and had concerns about the impartiality of financial advice where a commission was charged. Our financial planning partners provide fee for service (commission free) advice.

Range of products on offer:
IFFP Financial Planners will consider the merits of a wide range of products from both retail and not-for-profit financial companies, like public sector super funds and credit unions, to find the solution that best suits your situation. The IFFP planners will be able to provide you with advice on your superannuation or your entire financial situation - whatever suits your needs. 

Prepare before the meeting:
At your first meeting the adviser may ask for information on your situation and needs. You should have relevant information about your income, debts, assets and your expectations for your financial future. 

Reece Wallace DFP, CFP

Neither the Board, nor the Victorian Government, guarantee or endorse any recommendations made by Industry Fund Financial Planning, or are responsible for the advice and actions of Industry Fund Financial Planning. Industry Fund Financial Planning is a division of Industry Fund Services Pty Ltd ABN 54 007 016 195 AFSL 232514

Next Steps...

Meet with an ESSSuper Member Education Consultant to find out all the information about your fund and the options available to you. To arrange an appointment with an IFFP licensed Financial Planner please contact us.