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
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
Dealer group launches transition support service
13 December 2019, 12:28pm
A privately-owned licensee is launching a support service to assist advice firms in transitioning to an individual AFSL and has appointed a national practice consultant to lead the initiative. Read more
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