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Some financial planning thought starters
The financial planning process is all about you – your situation, your needs, your objectives.
More broadly, it’s an opportunity to think about how you want to live your life, both now and in the future, and how your finances might be able to support that.
So, in order to get the most from your discussion, try to give some thought to the following before your appointment:
- your current saving capacity
- your assets and liabilities
- your income (across all sources that may apply, including government benefits)
- your super situation – for example whether you have different accounts with different funds, and what your overall balance is
- any expectations you may have, if any, around the type of lifestyle you’d like to enjoy in your retirement.
And don’t worry – if you do need to do any specific preparation prior to your initial consultation with us, your Financial Planner will let you know.
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Our advice process
The financial planning process is all about you – your situation, your needs, your objectives. More broadly, it’s an opportunity to think about how you want to live your life, both now and in the future, and how your finances might be able to support that.
We can provide detailed support and planning services across a range of areas including:
- Superannuation
- Retirement planning
- Redundancy planning
- Tax-effective financial strategies
- Aged care
- Estate planning
Learn more about our Advice services
By booking a 15-minute phone conversation with our team, you’ll learn more about our Advice services and how they could benefit you.
- We’ll start with a short conversation to assess your current situation and financial goals.
- If personal advice is appropriate for you, we can book you an appointment with a Financial Planner.
- The initial appointment with a Planner is obligation-free and at no extra cost.
You can learn more about our financial planning process online
Funding retirement
Your superannuation can work together with other sources of income, including the government’s age pension, to help deliver a comfortable lifestyle.
Funding retirement
Your superannuation can work together with other sources of income, including the government’s age pension, to help deliver a comfortable lifestyle.
We acknowledge all First Peoples of the beautiful lands on which we live and work, and their enduring knowledge and connections to Country. We honour the wisdom of and pay respect to Elders past and present.