Financial Information Desk

The Financial Information Desk is an independent, confidential service funded by our membership fees that aims to educate and inform older Australians.

About The Financial Information Desk

Gathering knowledge to make an informed investment decision can be difficult. Relevant information is not always readily available and can be cost prohibitive. 

The investment industry is constantly changing and evolving and changes and legislation can be hard to follow and comprehend.  

Financial Information Desk staff provide you with up-to-date independent information, to assist in making some of those more difficult decisions easier. 

* Financial Information Desk staff provide financial information only. They do not give or imply investment advice; recommend financial products or planners; or undertake advocacy or complex casework. Nor do they receive commissions, bonuses or third party payments.

Telephone Information Line

Our Financial Information Desk staff are always keen to assist and would be delighted to hear from you.

Phone: 1300 020 110 (cost of local call)
Hours: 9am to 5pm AEDT, Monday to Friday

* The service is funded by our membership fees and is available exclusively to members around Australia.

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Maximise your superannuation and income

Helping you simplify and navigate the options available across a range of financial services.

Financial Information Desk staff have resources along with their specific skills and training, to make the journey easier.

Make the most of your investments

The characteristics and benefits, along with potential pitfalls of any investment strategy can be challenging.

Financial Information Desk staff are experts, in assisting older Australians to understand their options around investment choices.

Investment classes

Take the guess work out of financial planning processes, work with us on assessing potential risk, partner on budgeting and access our partners in the wills and estate planning space.

Financial Information Desk staff, have expertise across a broad range of investment classes, highlighting the diversity of options available.

Releasing capital in your largest asset

The options for accessing the equity in your home could offer opportunities to different lifestyle choices.

Financial Information Desk staff can partner with you to access information, products and services in this area.

Financial aspects of Residential Aged Care

Moving into Residential Aged Care can be an emotional and stressful time for the entire family. Associated issues can be confusing and confronting with timelines to act, often being extremely tight.

Financial Information Desk staff, can assist with understanding the process involved, possible options and the cost and outcomes associated with this.

Helpful resources

Financial Calculator

MoneySmart's financial calculators and tools give you fast answers to your money questions. The website is run by Australian Securities and Investments Commission (ASIC) to help people make the most of their money.

Useful Links

Access links to myAged Care, Centrelink and Australian Shareholder's Association, as well as a range of government departments and agencies.

Support our national voice

You can help us to make a positive difference to the lives of older Australians by donating today.

Donate Now