Securing your future
The ‘Securing your future’ booklet provides information about the Financial Information Service and how it can help all Australians plan for a better future.
- Download the Securing your future booklet
These Financial Information Service publications will help you to budget for savings. You should use these planners if you need to budget fortnightly or monthly.
Help in your language
We can help you if you speak a language other than English.
- We have a range of translated publications available which includes information about our Financial Information Service. Visit the Information in your language webpage.
- We provide free interpreters and a free translation service to help you conduct your business.
- Call our Multilingual Phone Service to speak to someone in your language about Centrelink payments and services.
The information you get from the Financial Information Service (FIS) can help you:
- understand your financial affairs
- learn more about investing
- learn how to save and plan for the future
- learn more about shares, property, salary sacrificing, and superannuation
- start planning your retirement and understand the options available
- understand the financial implications when you, or someone close to you, is considering moving into residential care
- use credit in a sensible way.
Our FIS officers can show you how to make informed financial decisions and help you understand the consequences of those decisions in the short, medium and long term.
FIS officers provide information to people over the phone, at personal interviews, and through financial-education seminars held in a range of locations across Australia.
The MoneySmart website is run by the Australian Securities and Investments Commission (ASIC) to help people make smart choices about their personal finances.
You can also do a Money Health Check by filling-in an interactive online questionnaire available on the website.
You need to know
Overview of the Financial Information Service
The Financial Information Service helps people make informed decisions about investment and financial issues for their current and future needs.
Role of Financial Information Service officers
FIS officers can show you how to make informed financial decisions and help you understand the consequences of those decisions in the short, medium, and long term.
Financial Information Service is confidential
Any personal information given to FIS 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
FIS officers provide information to people over the phone, at personal interviews, and through financial-education seminars.
You can phone 132 300 and ask to speak to a FIS officer. If possible, the officer will answer your questions over the phone.
If there are complex issues to be discussed, the FIS officer may offer to arrange an appointment for you.
Someone to speak to the Financial Information Service for you
You are welcome to bring someone else with you when you visit the FIS officer, for example a relative, friend or carer.
You can also arrange for someone else to speak with the FIS officer for you. To safeguard your privacy, you will need to sign an authority allowing the FIS officer to do this.
If you prefer to use a language other than English, the FIS officer can also arrange for an interpreter.
How to contact the Financial Information Service
To speak to an FIS officer; get more information; or request booklets, leaflets, and factsheets about investment products:
- call us, on 132 300.
To find out more about seminars or to make a seminar booking:
- visit the Financial Information Service seminar page
- call us on, 136 357, from 8.00 a.m. to 5.00 p.m. (AEST)
- email firstname.lastname@example.org - and please include the title, date, and location of the seminar you are interested in and an alternative contact such as a phone number.
Note: Please allow a minimum of two days prior to the seminar when booking by email, as bookings are actioned after business hours.
Financial Information Service seminars
The Financial Information Service holds financial-education seminars in a range of locations across Australia. For more information, view the Financial Information Service seminars page.
Private trusts and private companies
If you are involved in a private trust or company, the income and assets of that trust or company may be used by us when working out your income support payments.