Financial planning
HIP Super members have access to Switzer Financial Services.
Switzer Financial Services in Sydney provide high quality financial planning and are a true fee for service provider. They do not receive any commissions or charge percentage fees, with their first consultation being free*. Please refer to Switzer Financial Services directly for full information (contact details below) as this service is offered by a third party independent to HIP. *Regional and interstate conditions apply.
Switzer Financial Services provide:
- Accounting
- Wealth creation
- Retirement planning
- Self managed super funds
- Estate planning
- Property investment
- Building a share portfolio
- Managing a redundancy
- Protecting you and your assets
- Finding the right loans
- Better debt management
- Special rates for limited advice
Contact Switzer Financial Services NSW on 1300 SWITZER (794 8937) or visit financial.switzer.com.au. (ABN 24 112 294 649
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Please note: The services offered on this page are offered by a third party, not Private Hospital Superannuation Pty Ltd, the Trustee of HIP. The Trustee is not responsible for the products or services, views or actions of this organisation. You should use your own judgement before taking up any product or service offered by a third party.
Terms and conditions may apply which should be obtained from the third party. The Trustee does not accept liability for any loss or damage incurred by the products or services provided by these third parties.
Other avenues for information
- HIP members might also like to refer to the free information service and seminars offered by the Financial Information Service (FIS) offered nationally through Centelink which can assist with understanding investment products, the financial planning process, eligbility for the aged pension and other retirement lifestyle and budgeting information. They do not provide personal advice or financial plans but do offer a lot information over the phone, in person or with fact sheets and publications. Contact the FIS on 132300.
- Members can also access Bridges Financial Planning through the HIP Credit Union- refer to the website for further details www.hipsuper.com.au and click on 'HIP Credit Union'.
This website is provided by Private Hospitals Superannuation Pty Ltd ABN 59 006 792 749, AFSL 247063, RSE L0001533, Trustee of Health Industry Plan (SPIN HIP0100AU, RSE R1056617), and is general information only. It does not take into account your objectives, financial situation or specific needs so you should look at your own financial position and requirements before making a decision. Please note that investments can go up and down. Past performance is not a reliable indicator of future performance. You should assess your own financial situation and needs, read the relevant Product Disclosure Statement and consult an adviser if required before making a decision about products on this website.