What will it cost me?

At Plum, with the help of Momentum, we’ve designed a cost structure that makes it easy for you to see exactly what you do and don’t pay for.

General advice is free

General advice that’s provided to you over the phone is provided free of charge – we see it as part of our service to our Plum Superannuation Fund members.

Detailed personal financial advice

When you first contact a Plum Member Services Consultant, they’ll put you in touch with a Momentum phone-based financial adviser. Your first discussion with this phone-based adviser is at no cost to you.

You may then go on to arrange a face-to-face appointment with a Momentum financial adviser. This initial appointment is obligation free and your adviser will not charge you for this appointment, which means there’s no cost for you.

If you then need a financial plan for your individual needs, the financial adviser will outline the costs of this service before you agree to continue. In other words, you’ll know the cost of this advice before you decide to go ahead.