There’s a change in legislation affecting Pensioners…
May 1, 2013
The Value of Advice
November 4, 2015
Why do I need advice about my superannuation?
May 28, 2015
Superannuation is one of those "you don't know what you don't know deal. It can be an overwhelming beast if you try to tackle it on your own. Luckily you don't have to! We are experts in the superannuation field and are here to assist you on your road to retirement.
Given how vital a successful superannuation plan is to your financial future, it makes sense to seek expert help. No matter what your retirement goals are or how soon you are planning to retire, a financial adviser can provide advice to maximise your financial security.
A financial adviser can help you assess your current financial position and work out the best way to meet your personal and financial goals. Identifying what your goals are will go a long way to putting you in a better position to make choices that are right for you. It also helps your financial adviser develop or update your plan so it is tailored to your needs. Typical issues for you to think about are your goals for:
Building savings and investments
Protecting your family and lifestyle
Planning for changes in your life like the birth of a child
Saving for your retirement
A financial plan based on your goals and priorities helps you create a secure and comfortable future. If you already have a financial adviser it may be a good time to review your plan together to make sure it still meets your needs.
We can also help you understand what to expect from your first meeting and give you tips on how to prepare so you are comfortable and confident with the planning process.
We can assist with getting you financially ready for retirement. Why not schedule a meeting with us now?
Information current as at 28 May 2015
The advice is general in nature only. Before acting you should consider the appropriateness of the information having regard to your personal objectives, financial situation and needs. You should read the relevant Product Disclosure Statement (PDS) and Policy Document before making any decision about a product.