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
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