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What do financial advisers do?

Financial advisers core areas of advice include

  • Personal Insurances
  • Retirement Planning
  • Superannuation and investment advice

Had some life changes?

Life is for living, not for worrying about what could go wrong. Many Australians are seeing financial advisers to help create a lifestyle they love and ensure they have the right financial protection when they need it most.

Could a financial adviser help you?

Answer the following questions to find out:

  • Do you have any children or dependants?
  • Do you have a mortgage or any large debts?
  • If you could not work for a period of time, could your family cope financially?
  • Do you have enough savings to cover any unexpected medical expenses?
  • Do you know if you have enough money for retirement?
  • Does your superannuation investments reflect your attitude to risk?
  • Could your retirement savings recover from a significant fall in the market?
  • Are you entitled to a Government pension, or part pension?
  • Are your investments invested tax effectively?

 

We realise trust is the most important part of the advice process

A financial advisers job is to help you achieve your financial objectives so that you can live your life. If the answers to any of these questions raised any concerns for you, perhaps an initial conversation with a financial adviser might help.

Feel free to give us a call. If we can add some value for you…then great…we will put together a plan that suits you. If we can’t add any value…even better…you are right on track! It’s really that simple.

The Value of Financial Advice

Hear from our happy clients

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