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How can a financial planner help?

Older couple on couch with ipad

A financial planner provides 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.

 


Heritage has teamed up with Bridges, one of Australia’s largest, national financial planning organisations, to offer you professional financial advice. We, along with the Bridges team, aim to help you plan for a future lifestyle that is as good as it can possibly be with tailored financial advice and investment strategies.

To make an appointment with a Bridges Financial Planner call us on 13 14 22, visit your local branch or book now online. 

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