IFS/Care Super

caresuper-calc

Like most industry super funds, CareSuper is grappling with how to increase their member’s access to affordable, low-cost financial advice. But even before financial advice is sort, people are doing their homework online to try and understand the issues and options available to them.

Online self-service, superannuation and retirement planning tools for members

How to make financial advice more accessible?

Like most industry super funds, CareSuper is grappling with how to increase their member’s access to affordable, low-cost financial advice. But even before financial advice is sort, people are doing their homework online to try and understand the issues and options available to them.

Self-service financial education

Working through Industry Funds Services who provide the licensed authority to offer financial advice for industry super funds we have developed a set of savings, superannuation and retirement planning tools to help members get educated on what’s possible. Members are able to work with these self service tools to get an idea as to how their super is tracking towards retirement; what impact extra contributions make, either salary sacrifice or after tax; how much super they might need in retirement; impact of working longer or lowering their retirement goals.

The online Industry Funds Services advice centre

Calculations and self-education illustrations are great but the real power of the AdviceConnect tools is that the member can send their work directly to an online adviser for review or discussion as to next steps!

This online capacity to play and forward allows the easy capture of a lot of financial facts about the member and cuts down the costs when the next stage of actual advice is taken.

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