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?
 
 

How to interview prospective advisers?
Questions to ask your financial planner
Video
Introduction to Managed Accounts
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Frydenberg flags new advice disciplinary system
19 August 2019, 12:50pm
A new disciplinary system for financial advisers with a central disciplinary body headlines the government's Royal Commission implementation roadmap released today. Read more
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