Financial Planning

The right financial advice today

for tomorrow's destination

Getting the right financial advice can make a big difference to your future. Financial advice isn’t just about accumulating assets, it’s about taking advantage of opportunities to help you reach your goals.

EISS Financial Planners have the knowledge, experience and qualifications to provide guidance through your important financial decisions.

Our areas of expertise include investments, superannuation, retirement income streams, Centrelink, aged care and estate planning.

EISS Super prides itself on providing outstanding service, our planners are available for phone or face to face meetings at our offices or at a location near you.

EISS Financial Planners make the advice journey simple for you

Step 1. Your goals and objectives

The process of making a financial plan involves identifying goals which are important to you. These can range from taking a holiday to financial security or continuing to support your children.

Step 2. Your personalised financial plan

Your EISS Financial Planner will prepare a personalised plan for you which will include our recommendations to help you meet your goals.

Step 3. Implementation of your financial plan

Your EISS Financial Planner will implement the recommendations for you and will keep you informed of important changes post-implementation.

Step 4. Monitor progress and stay on track

Changes to your personal circumstances, the economy or legislation may impact your financial plan. Your EISS Financial Planner will stay in touch and you can contact them at any time. If required your plan can be tailored accordingly.

A financial planner can help you: 

  • reduce and manage debt;
  • transition from work to retirement;
  • access available government benefits;
  • save for children and grandchildren; and
  • ensure your money sees you through retirement.
Our areas of expertise include:
  • investments;
  • retirement income streams;
  • superannuation;
  • contributions for your spouse;
  • transitioning to retirement;
  • centrelink;
  • aged care; and
  • estate planning.
EISS Super prides itself on providing outstanding service, our planners are available for:
  • phone discussions at a confirmed time;
  • face-to-face meetings at a location near you; and
  • face-to-face meetings at one of our EISS Super offices

Office Locations

Level 2
201 Elizabeth Street
Sydney NSW 2000

Port Macquarie
Shop 6, Ground Floor,
146-150 Gordon Street
Port Macquarie NSW 2444

Level 1
1 Burelli Street
Wollongong NSW 2500


Shop 3000, Level 1, Charlestown Square, Pearson Street 
Charlestown NSW 2290

We're here to help
Click here to make an appointment to speak to an EISS Financial planner