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Who provides you with the advice?
Togethr Financial Planning Pty Ltd (ABN 84 124 491 078; AFSL 455010), trading as MyLife MyAdvice. Togethr Financial Planning Pty Ltd is a related entity to Togethr Trustees Pty Ltd (ABN 64 006 964 049; AFSL 246383), the trustee of MyLifeMyMoney Superannuation Fund (ABN 50 237 896 957, SPIN CSF0100AU).
MyLife MyAdvice employs a qualified and experienced team of salaried professionals to provide you with a range of financial services and advice. We are authorised to provide you with professional advice on a range of issues that takes into account your personal circumstances and individual needs. Our priority is to provide you with practical strategies and advice that is in your best interests and assist you in meeting your goals and objectives, whatever they may be.
MyLife MyAdvice financial planners:
- are salaried employees
- do not receive commissions
- do not have any association or relationship with other product providers
For a full explanation of fees and other important information, refer to the “Our fees and charges” section of the Financial Services Guide.
How does MyLife MyAdvice provide you with financial advice?
When we provide you with personal advice, you receive a Statement of Advice (SoA), commonly referred to as a financial plan. This document details the personal advice provided, the basis on which it is given and other important information to help you make the right decision for now and into the future.
Specialist financial product advice
We are authorised to provide you with advice about and deal in the following financial products:
- retirement products including:
- superannuation
- account based pensions
- pre-retirement pensions
- deposit & payment products including First Home Saver Accounts
- managed investments
- life insurance and income protection insurance
- aged care.
Although we cannot provide a service to buy or sell securities, we can refer you to a stockbroker to assist you if required.
Access to free seminars
As a client of MyLife MyAdvice you will have access to free seminars on a wide range of topics and issues.
Financial Service Guide (FSG)
To find out how we operate, our relationship with MyLife MyPension and what information you will receive, please refer to our Financial Services Guide.
Need more information?
For more information about the services we can provide you:
- visit the MyLife MyAdvice website
- call 1300 963 720, or
- email info@mylifemyadvice.com.au.