QUESTIONS TO ASK YOUR FINANCIAL PLANNER

Investing

  • Should I top up my superannuation, invest more outside super or pay down the mortgage?
  • How do I decide between managed investments and direct investments?
  • Is gearing or margin lending the right borrowing strategy for me?
 

Tax

  • What is the most tax effective way for me to save and invest?
  • How much can I contribute to super, to ensure it is still tax effective?

Insurance

  • How can I protect my family, home, car, health and income?
  • Should I purchase insurance through my super?

Retirement

  • When is it time to start considering my retirement plans?
  • How much money do I need for a comfortable retirement?
  • What portion of my salary or wage should I be saving to ensure I have a sufficient retirement nest egg?

Tell your adviser your goals
Discuss the risks you're willing to take
Video
Panel Session: Financial Planners Who Have Built Thriving Aged Care Planning Practices
Advisers share their personal experience on how their aged care services have assisted their business practice Discussion on what were the key hurdles at the start of the transition and how they have ... Watch video
Could relief on advice compliance save consumers?
2 April 2020, 4:44pm
Panicked, stressed people are making rash decisions and falling victim to scams as they navigate the economic fallout of COVID-19 - but compliance has left some financial advisers and service providers ... Read more
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