In some cases, it could mean getting help in selecting the best mortgage or working out the right level of life cover.

In other cases, it could involve the construction of an investment portfolio or some complex issues around estate planning or tax minimisation.

In our view, quality advice should be available to everyone. The difficulty for the industry has been finding a scalable and cost effective method of delivering it.

The Financial Advice Centre has been established to meet this challenge head on. We are pioneering the concept of providing financial advice over the phone to the customers, members and clients of the organisations and institutions that we work for.

When they need it
Operating out of our state-of-the-art advice centre in the centre of Sydney, our advisers are available to provide advice to callers whenever it suits them - 24 hours per day, 7 days per week. We provide an immediate response to the particular issue or question raised, and we offer to spend more time understanding and responding to a caller’s total needs if required. We are efficient in terms of the time that we spend on the phone with a caller and ensure that a number of alternative approaches are offered, including a referral to a financial planner for a face-to-face appointment if this is required.

We are approachable and responsive. We do not judge the “value” or “net worth” of an enquiry. Our role is to provide advice on the issues and topics that are relevant to those who contact us.

How they want it
Our advisers are fully trained and qualified to provide financial advice in many areas, including (but not limited to):
• Superannuation
• Insurance
• Managed Investments
• Retirement Planning

By operating both generalist and specialist teams of advisers, we can tailor our response according to the complexity of the enquiry.

We understand the complexity and processes associated with choosing and transacting in financial products. Our role is to make things easier, not only in terms of providing advice and support, but also removing some of the hassle and confusion around the execution of investment and financial decisions, such as form-filling, understanding statements, explaining industry jargon etc.

In language they understand
Advice is provided over the phone and is deliberately framed in language that callers understand. In addition to providing genuine help, support and advice on a range of financial issues, our advisers help to “demystify” the complex world of finance and investing, thereby empowering people to feel more confident about tackling their own financial affairs in the future. Our advisers role is to provide advice, be open and honest in all their dealings, and to faithfully disclose all fees and charges to callers.