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When is advice needed?

Posted in on Mar 24, 2020

Most people choose to see a financial adviser at significant turning points in their life. They may need a professional to help them consider their options and to understand financial products or tax laws. Once people find an adviser with whom they’re comfortable, a long-term relationship often develops with regular meetings to review changing needs. People most often consult a financial planner when:

  • Starting work or changing jobs and looking at superannuation options
  • Getting married, or separating from a partner
  • Starting a family, and saving for education costs
  • Buying a house, or paying off the mortgage
  • Looking to invest for capital growth
  • Planning to retire
  • Inheriting money, receiving redundancy payments or other lump sum payments.
  • Looking for a centralised Wealth Management Strategy