Financial Advice, TOOLS and Education

Advice Consulting

Need external support to resolve a complex technical or operational issue? Or do you want to check you have the right governance or service models in place? Our experts can help.

Why us?

Over the years, we’ve seen a widening gap in the super sector. It’s never been more important to provide accessible, affordable financial advice – and it’s also never been more difficult. Record numbers of advisers are leaving the sector, while costs continue to rise, and training and compliance requirements are under scrutiny.

In recent years, IFS has proactively advocated to enable quality advice more easily within super – and we are working now with funds to design better models that focus firmly on member needs rather than red tape. We can share valuable data and best practice insights from within our network, because we believe in a collective response to set new standards across the sector.

Make our specialist consultancy services your superpower. We can support your strategies to build, manage and continually improve the accessibility and affordability of your financial advice and service model.

What we offer

A fresh approach to consultancy

Leverage our deep expertise in super and financial advice, and receive practical guidance and proactive support with:

Advice governance and assurance programs – such as reviewing licensee standards and risk assessments
New service model design – explore new possibilities that put members first, ahead of regulatory change
Optimise existing service models – considering the model’s financial sustainability and scalability as well as member outcomes
Go-to-market strategies – including member needs based on behavioural finance theory, member propositions, member communications and education, and technology platforms
Specific legal, risk and compliance concerns.

IFS has well-considered and applied risk and compliance competencies, and its shared vision and support for many of our key strategic advice objectives will assist in delivering on our’ future state requirements.

Industry super fund client

Advice Licensing

Give your fund leaders and advisers access to comprehensive expertise and support. We’ll give your team the confidence to deliver high quality, compliant advice and education that always puts your members’ interests first.

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Standalone Advice Services

You may have in-house advice capability and prefer to self-licence. But you can still reduce cost or complexity by outsourcing specific functions – such as advice software, compliance, professional development or paraplanning.

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Learn more about our Advice Service Model support. Get in touch with the IFS Advice team.

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