How can a financial planner help?

A financial planner can provide you with professional financial advice and help you plan for a future lifestyle that is as good as it can be. Financial planning involves developing a strategy specifically for you to help you reach your financial goals, no matter what your age.

A financial planner can help you:

  • Define your financial and lifestyle goals
  • Understand your current financial situation, including personal circumstances
  • Identify opportunities based on your situation
  • Create a strategic financial plan with written, measurable outcomes
  • Stay focused via ongoing progress reviews.

Key areas a financial planner may focus on:

  • Making the most of your superannuation
  • Tax-efficient management of your money
  • Investment selection based on your risk profile
  • Structuring your finances strategically – particularly following redundancy or receiving of an inheritance
  • Making the most of your Centrelink benefits
  • Advising on appropriate personal risk insurance cover to protect you and your family
  • Planning your transition to retirement
  • Estate planning
  • Providing aged care advice for you or a loved one.
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