HOW CAN FINANCIAL PLANNING HELP CREATE WEALTH?

The benefits of financial planning vary from client to client depending on personal requirements, attitude to risk and return plus personal aims and goals. Undoubtedly, our stage in life will influence the benefits too.

There are many reasons why you might need professional advice:

  • You'd like to plan for a comfortable retirement
  • You've received an inheritance, redundancy or other lump sum payment to invest
  • You've started a family and you want to make sure they're protected should something happen to you or your partner
  • A relationship has ended and you need some investment advice
  • You've decided to sack the boss and start your own small business
  • You're approaching a major life juncture - a wedding, moving overseas, starting a family, retirement and so on - and want to know how to structure your finances
  • You want to maximise a pay rise

What is financial planning?
What does the financial planning process involve?
Video
Estate Planning for the Modern Family
Common objectives and how they can be dealt with; Estate planning for young families and older clients and blended families - what engages the clients. Asset protection - the risks arising from blended ... Watch video
Wealthier Aussies seeking advice
18 July 2018, 12:25pm
Latest research shows about two million Australians sought financial advice in the 12 months to May, accounting for more than 27% of the total wealth management market. Read more
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