Simple, trusted financial

advice on your terms

We connect you with qualified financial advisers who help you make confident decisions about your superannuation, retirement and financial future.

Get matched with a financial adviser ➜

Financial advice shouldn’t be complex, out of reach, or difficult to understand.

Our Trusted Adviser Model is designed to make high-quality financial advice more accessible, connecting you with experienced advisers who provide clear, practical retirement guidance tailored to your needs. Backed by more than 30 years of Industry Fund Services' experience supporting working Australians, the model combines trusted expertise with personalised advice.

Advice on your terms

Affordable

Designed for those who may have been priced out of traditional advice models.

Simple

Clear, education-led conversations to help you understand not just what to do but why.

Quality

Advisers meet high professional standards and are subject to ongoing monitoring and oversight.

On your terms

No ongoing commitment, engage with an adviser when and how you need.

How it works

1. Register your interest

Tell us a little about your needs.

2. Get connected

We arrange an appointment and guide you through any pre-work.

3. Have your conversation

Meet with an adviser to discuss your situation and goals and explore how advice can help you.

4. Advice, centred on you

Your financial advice is presented to you, with the adviser helping you understand the benefits, risks and steps to implement.

5. Move forward with confidence

Implement your plan with clarity and support.

6. Ongoing help when you need it

    Get back in touch with your adviser for a simple chat or to revisit your advice if your circumstances change. No ongoing fees, just help when you need it.

How it works

Register your interest

Tell us a little about your needs.

1
2

Get connected

We arrange an appointment and guide you through any pre-work.

Have your conversation

Connect with an adviser to explore your goals and next steps.

3

Advice, centred on you

Receive your advice and discuss the benefits, risks and next steps with your adviser.

4

Proceed with confidence

Implement your plan with clarity and support.

5

Help when you need it

Return to your adviser whenever you need guidance. No ongoing fees, just support when you need it.

6

Take the first step

If you'd like to learn more or get matched with a trusted adviser, complete the form below.

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