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Getting advice
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What does financial advice cover?
Financial advice can cover a range of areas including:
- budgeting
- tax planning
- investments
- aged care planning
- estate planning
- superannuation
- life and risk insurance and
- government benefits that may be available.
Financial advice can help you identify and plan to achieve your financial goals so you can enjoy the lifestyle you want. An adviser will help you assess your current circumstances, identify your goals and priorities, and recommend financial strategies and products that will help you reach your goals.
Why advice is important
Quality financial advice can help you create a secure and comfortable future for you and your family. Because it is based on your goals and priorities it is tailored to suit your needs and puts you in control of your financial future.
For more information on money and getting advice visit the Financial Literacy Foundation's website - www.understandingmoney.gov.au
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This has been provided for general information purposes only. It does not purport to recommend any particular adviser or provide you with financial advice. In addition to seeking financial advice, potential investors must always read the Product Disclosure Statement for the relevant product before making an investment decision.
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