Financial planning

Have confidence in the financial choices you make today, tomorrow and once you finish working, whilst making the most of every dollar you earn. MyLife MyAdvice, the Fund's licensed financial planning team, is here to help members.

As a member of the Fund you have access to a team of qualified financial planners at MyLife MyAdvice.

Putting your interests first

All MyLife MyAdvice financial planners are salaried employees and are not paid any commissions or bonuses, so you can be sure that your best interests are first and foremost when addressing your financial planning needs.

  • Your initial discussion is free of charge
  • The goal of the Fund is to give you confidence in your financial choices
  • MyLife MyAdvice's financial planners can monitor and update your financial plan as your lifestyle and personal circumstances change.

CSF Financial Services Pty Limited (ABN 38 100 468 200) trading as MyLife MyAdvice is a financial planning company which is wholly owned by CSF Pty Limited (ABN 30 006 169 286; AFSL 246664), the Trustee of MyLifeMyMoney Superannuation Fund (ABN 50 237 896 957). MyLife MyAdvice is a Corporate Authorised Representative (CAR 248127) of CSF Pty Limited.

Interest rates as at 12 July 2019. All interest rates are variable unless noted otherwise. All depositors are protected by the Financial Claims Scheme. For further details, please refer www.fcs.gov.au. In deciding whether this product meets your needs, we recommend that you read this page in conjunction with our Product Disclosure Statement, Supplementary Product Disclosure Statement (Interest Rates), Supplementary Product Disclosure Statement (Schedule of Fees and Charges), and our General Terms and Conditions. A copy of these documents are available on our website. You can also obtain a copy of these by contacting our office on 03 9629 4484.
MyLife MyFinance Limited Trading as MyLife MyFinance. ABN 54 087 651 750. AFSL/Australian Credit Licence Number 245606.