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?
|
|
|
|
|
|
|
|
|
|
|
