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Introduction to comprehensive advice

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Get a full review of your financial situation.

Why get comprehensive advice?

You could be planning your retirement or wanting to build your wealth. It doesn’t matter which stage of life you may be at, comprehensive advice can help you reach your financial goals.

A qualified financial adviser has the professional expertise to help you navigate through some of the more complex issues, so you can feel more confident to make informed decisions.

Below are some of the key issues a qualified financial adviser can help you address at different stages of your life.

 

The Accumulation Phase — Building your Wealth
 

  • How can I maximise my cashflow and household budget?
  • Which investment options are best for me?
  • Will I be eligible for the Age Pension?
  • How can I pay off my debts faster?
  • How much will I need to retire comfortably?
  • When and how can I access my super?
  • What options do I have to build my wealth (inside and outside super)?
  • Am I on-track to funding my desired retirement lifestyle?
  • What is the impact of me reducing my working hours?

The Retirement Phase — Maximising your Wealth
 

  • Will I be able to maintain the lifestyle I want in retirement?
  • How can I maximise the Age Pension?
  • What do I need to do to ensure my estate planning needs are addressed?
  • How do I make my money last in retirement?
  • What other Government assistance might I be eligible to receive?
  • What are my options to grow my wealth in retirement?
  • What are my options on living arrangements in retirement and aged care?
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What next?

Get more information on what to expect from comprehensive advice.

 

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Got a question?

Get set in the right direction with help and guidance available over the phone, online or face-to-face.

 

General advice and information only

Any advice and information on this website is general only, and has been prepared without taking into account your particular circumstances and needs. Before acting on any advice on this website you should assess or seek advice on whether it is appropriate for your needs, financial situation and investment objectives.