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're shifting to a new job and want to review your salary sacrifice options
You've started a family and you want to make sure they're protected should something happen to you or your partner
There's a stash of cash in a bank account and you're considering investing in shares, a rental property or superannuation
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