Financial advice is powerful. 65% of Australians who have a financial adviser are confident they’ll have enough money to retire1. So let's understand what you're looking for.

General  advice
Personal super advice
Comprehensive personal advice​
General  advice

Get general advice about your CFS account by getting in touch with our guidance team. 

 

See how we can help.

General  advice

We want to make financial advice more affordable to more Australians. So we’ve partnered with Otivo2 to provide personal advice online around growing and managing your super

 

Free 12 months subscription for eligible members3 prior to 30 June 2024. Usually, a flat annual fee of $88 (including GST), deducted from your super account4.

 

Ask us today.

General  advice

An adviser can help you identify and achieve your financial goals or make important financial decisions.

 

Use our tool to find a financial adviser near you.

 

Search now.

1. Source: CFS commissioned survey on 2,247 Australians aged 18+ between July and September 2023.

 

2. Otivo Pty Ltd ABN 47 602 457 732 AFSL + Australian Credit Licence 4856655.

 

 3. Available to members of FirstChoice Employer Super, FirstChoice Wholesale Personal Super or FirstChoice Wholesale Pension. 

Exclusions apply. To understand your eligibility, please speak to our consultants by calling 13 13 36 Mon-Fri 8:30am-6pm Sydney time, or book a phone consultation online https://www.cfs.com.au/personal/campaigns/appointment.html

 

4. On-off Adviser Service Fee will only be deducted after a member has completed the fee consent process

 

Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557 and issuer of FirstChoice range of super and pension products. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the responsible entity and issuer of products made available under FirstChoice Investments and FirstChoice Wholesale Investments.

 

Information on this webpage is provided by AIL and CFSIL. It may include general advice but does not consider your individual objectives, financial situation, needs or tax circumstances. You can find the target market determinations (TMD) for our financial products at www.cfs.com.au/tmd, which include a description of who a financial product might suit. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) carefully, assess whether the information is appropriate for you, and consider talking to a financial adviser before making an investment decision. You can get the PDS and FSG at www.cfs.com.au or by calling us on 13 13 36.

 

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