You need to know
About the Financial Information Service
The Financial Information Service helps you make informed decisions about investment and financial issues for your current and future needs.
We can help you:
- increase your confidence in dealing with financial issues related to investment
- understand your own financial affairs
- understand your options
- be discerning when choosing experts and know how to use expert information
- use credit in a sensible way
- increase your savings and plan for the future
- plan effectively for your retirement
- understand the financial implications when you, or someone close to you, is considering moving into residential care
We can explain:
- the levels of risk of each financial product type
- the roles of financial industry professionals
- the advantages of reducing personal debt
- how you can maximise your overall retirement income
Financial Information Service officers
Financial Information Service officers can show you how to make informed financial decisions. They can help you understand the consequences of those decisions in the short, medium and long term. It’s never too early to start planning.
Financial Information Service officers can talk to you about:
- taking control of your finances so that you can actively plan for your retirement
- how to prepare for lifestyle choices in retirement, even while you are still working
They are not financial planners or counsellors and do not:
- sell or give advice
- prepare financial plans
- recommend any particular type of investment
- tell you how to invest your money
- purchase investment products
- make decisions about your pension or calculate the rate at which you can be paid. They have no authority to do this but may be able to estimate what your payments will be
Financial Information Service is confidential
Any personal information given to Financial Information Service officers will be treated as confidential. However, you should be aware that the information you provide can also be used to adjust the rate of Centrelink payment you may receive if the rate is incorrect.
Talking to a Financial Information Service officer
Financial Information Service officers provide information to people:
- at financial information seminars
- at personal appointments, for more complex issues, or
- over the phone on 132 300. If you phone this number, say Financial Information Service when prompted
Having someone speak to a Financial Information Service officer for you
You are welcome to bring someone else with you when you visit a Financial Information Service officer; for example, a relative, friend, carer or financial planner.
You can also arrange for someone else to speak with the Financial Information Service officer for you. To safeguard your privacy, you will need to sign an authority allowing them to do this.
If you prefer to use a language other than English, they can also arrange for an interpreter.
Read more about someone to deal with us on your behalf.
Help in your language
We can help you if you speak a language other than English.
Booking a FIS seminar
Free financial information seminars, known as FIS seminars, are held in a range of locations across Australia and are open to all Australians.
FIS seminars are aimed at:
- people of all ages who want to know more about saving and investing
- people nearing retirement who want to know how to prepare for it
- retirees who want to understand their pension and the options they have
To make a FIS seminar booking you can:
- email email@example.com You will need to:
- include the title, date and location of the seminar you are interested in
- provide an alternative contact such as a phone number
- allow a minimum of 3 days prior to the seminar when booking by email, or
- call the FIS seminar booking line on 136 357, from 8 am to 5 pm AEST
Requesting a FIS seminar
You can ask us to present a seminar or a series of seminars specifically targeted for your group or organisation. To request a seminar call the Financial Information Service on 132 300.
To make sure that your request is directed to the officer in your local area, please state that you are requesting an officer to be a presenter at a seminar, and include details of:
- the name of your organisation
- your location
- your contact details
- your preferred dates
Upcoming FIS seminars in New South Wales
Look up financial information seminars (FIS seminars) available in New South Wales.
Upcoming FIS seminars in the Australian Capital Territory
Look up financial information seminars (FIS seminars) available in the Australian Capital Territory.
Upcoming FIS seminars in Queensland
Look up financial information seminars (FIS seminars) available in Queensland.
Upcoming FIS seminars in South Australia
Look up financial information seminars (FIS seminars) available in South Australia.
Upcoming FIS seminars in Tasmania
Look up financial information seminars (FIS seminars) available in Tasmania.
Upcoming FIS seminars in Victoria
Look up financial information seminars (FIS seminars) available in Victoria.
Upcoming FIS seminars in Western Australia
Look up financial information seminars (FIS seminars) available in Western Australia.
Upcoming FIS seminars in the Northern Territory
Look up financial information seminars (FIS seminars) available in the Northern Territory.
Financial Information Service savings planner
This savings planner will help you to budget for savings. You should use this planner if you need to budget fortnightly.
- Financial Information Service savings planner [docx, 24kb]
Choosing a financial adviser video
The Work Bonus video
Select the options that describe your circumstances then explore a suggested list of possible Centrelink and Medicare payments and services online.
Select your state and topics of interest to find links to government and community organisation support.
Other government websites
Read the Seniors - publications and articles on the Department of Social Services website.
Managing your money
Getting control of your money can be hard, but we’ve got some great advice and tools to help. Read more about budgeting, borrowing and credit, and managing debt, to help manage your money.