IT Super has appointed leading financial advice group, Consultum Financial Advisers (Consultum) as the preferred provider of professional financial advice for its superannuation fund members. Born from the merger of two leading Australian financial planning groups - Winchcombe Carson and Financial Partnership - Consultum was launched in late 2006 as a unique financial advisory offering. Consultum is a member of the IOOF Group, comprising IOOF Holding Limited and its subsidiaries. IOOF Investment Management Limited is also a member of the IOOF Group and is one of the product providers whose products are included on Consultum's Approved Product List. Long-term partnership; tailored solutionsConsultum believes in lifestyle financial planning, meaning their advisers offer long-term partnerships to help you achieve your financial goals and protect your financial wealth – no matter what life throws your way. What’s more, all recommendations are specifically tailored to your personal needs and objectives. ExpertiseThe team at Consultum are financial experts – each of their advisers is a qualified and experienced professional, committed to ongoing development and training. Additionally, they operate under an Australian Financial Services Licence (AFSL) issued by the financial services regulator, Australian Securities and Investments Commission (ASIC), meaning they are all subject to ASIC’s rigorous regulatory framework. Aside from their expertise, IT Super selected Consultum because they share similar values and offer a comprehensive and dedicated service. Consultum has access to IT Super’s plan through TOWER’s ARC Superannuation Fund and is qualified to offer additional services and advice on a broad range of financial and life insurance management solutions. How can they help?For employers Consultum provides you with the support you need involving the administration and efficient running of your employee fund. They also provide service and support on financial matters, such as: - advice management;
- market trends; and
- legislative changes.
For employees and contractors, Consultum delivers advice and clarity in relation to the IT Super fund’s investment options as well as a comprehensive financial planning service specifically designed to meet your needs. This includes: - superannuation;
- retirement planning;
- wealth creation;
- estate planning;
- risk management (e.g. income protection, trauma protection and life insurance); and
- mortgage finance.
Consultum is committed to demystifying the financial advice process; therefore, a range of educational seminars, on a variety of topics, will be available to you each year. How can you gain access to professional financial advice?As an IT Super fund member, you can benefit from our financial planning service - please complete the ‘Contact an Adviser’ form or alternatively, you can locate a Consultum financial adviser in your area and arrange an appointment by calling 1800 062 134.
The information contained in this website is intended to provide general information only and has been prepared without taking into account any particular person's objectives, financial situation or needs. Investors should, before acting on any information in this site, consider the appropriateness of this information having regard to their personal objectives, financial situation and needs. We recommend investors obtain financial advice specific to their situation before making any financial investment (or insurance) decision. |