TELL YOUR ADVISER YOUR GOALS

Do you want to invest for income to live on now, or do you want to build up assets that you can draw on in the future?

  • Do you want a plan for the next few years or for the next 10-20 years?
  • What sort of lifestyle do you realistically expect?
  • Are you saving to buy a house? To pay for your children's education? Will you need to support other people?
 
 

What does the financial planning process involve?
Questions to ask your financial planner
Video
2019 Rainmaker SelectingSuper Awards
Fund of the Year AustralianSuper Best in Show - MySuper Lifecycle Sunsuper for life Best in Show - MySuper Product AustralianSuper Best in Show - Workplace UniSuper Best in Show - Personal AustralianSuper ... Watch video
Findex partners with brokerage firm to deliver 'best-in-class' service
7 July 2025, 12:45pm
Findex is entering a joint venture with Ortus Financial to bolster its expertise and breadth of its service. Read more