Financial Advice

‘You’ve given me confidence that I’ll be able to achieve my retirement goals—this is something I never thought I’d have.’

- Member

Finances and superannuation can be complex and, like doing your taxes, sorting it all out can be easy to put off.

A financial adviser# can help you set some goals, make smart decisions and protect your income. Because one size doesn’t fit all, the ESI FS advisers can help you find the right fit. Whether over the phone, or in person, they can help you untangle things, find order in complexity, and get you on the right path to a secure and comfortable retirement.

If you’re a member of the Fund, we’re here to give you general advice about superannuation, plus over-the-phone personal advice about questions relating to your Energy Super account, all at no charge. These are questions like:

  • I’ve heard about salary sacrifice. How does that work?
  • How much insurance cover is right for me?
  • Is my investment portfolio aggressive enough for my age?
  • I was thinking about transitioning to retirement. Are there still tax benefits?

If you want to explore your entire financial situation in person with one of the ESI FS financial advisers, we can do that too (and you don’t even need to be an member of the Fund.) There’s a fee for this level of advice.

We also provide a range of information you can start using right now.

#ESI Financial Services Pty Ltd (ESI Financial Services) ABN 93 101 428 782, AFSL No 224952 is a wholly owned entity of LGIAsuper. ESI Financial Services has engaged Industry Fund Services Limited (IFS) ABN 54 007 016 195, AFSL No 232514 to facilitate the provision of financial advice to members of LGIAsuper. LGIAsuper Financial Advisers are Authorised Representatives of IFS. In limited circumstances, a LGIAsuper Financial Adviser may also be an Authorised Representative of ESI Financial Services. Additionally, LGIAsuper has also engaged Link Advice Pty Limited ABN 36 105 811 336, AFSL No 258145 to provide LGIAsuper members with access to limited personal advice over the phone in respect to LGIAsuper and Energy Super products.