At MLC, we believe in the financial and wellbeing benefits professional advice can bring to people’s lives. Accessing high quality, professional advice is one of the best ways for Australians to get help to make the most of their money, achieve their goals and navigate different moments in life. That’s why financial advice is a cornerstone of our business. We are committed to offering advice tailored to your individual needs and life stage and have a broad network of advisers, including those that work within our team at MLC Advice or a self - employed financial advice practice.
If you’re feeling uncertain about your retirement plans in the face of COVID-19, MLC’s How to plan your finances in a changing world workbook will help you review and reset your goals, and get a better understanding of some financial strategies that may help you now and for the future.
Our advice process has been designed to understand what matters to you so your adviser can create a financial plan that helps move you forward.
Your adviser will start by getting to know who you are, what you want to achieve and what’s important to you. The initial discussion will also cover fees and an early view of how your adviser can help. Your adviser might also have a follow-up meeting with you to dig deeper.
If you decide to proceed with advice, your adviser will undertake research and develop a comprehensive plan with detailed strategies that are based on your specific goals and circumstances.
Your adviser will present a detailed written plan that includes their recommended strategy which has been tailored for you. This will show you the risk versus the benefit of implementing the recommended strategy.
Once you’ve decided to go ahead with the recommended strategy, your adviser will start putting your plan into action.
Because life never stands still, you can opt in to receive advice to help keep you on track. This is where your adviser can review your advice whenever you need to help make sure you’re tracking against your goals and support you every step of the way. All fees will be discussed upfront before you progress.
Our network of advisers can provide strategic advice to help move you and your family forward financially.
National Australia Bank Limited ABN 12 004 044 937, AFSL 230686.
MLC Limited uses the MLC brand under licence. MLC Limited is a part of the Nippon Life Insurance Group and not part of the NAB Group of Companies.