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How can a financial adviser help me?

If you think financial advice is just about helping you save more for your retirement, think again. No matter where you are in life, getting good financial advice can help put you in the best possible place to achieve your life dreams, and protect you if things don’t go to plan. People often go to financial advisers because they don't have the time, knowledge or self-motivation to do it all themselves. And keeping up with constant changes to tax and superannuation regulations, as well as interpreting market movements can be a bit of a minefield. It's something financial advisers do every day.

Financial advice involves looking at all your financial options to achieve your short, medium and long term goals. Most advisers tailor their services to your individual financial circumstances, but generally these include:

  • Retirement planning
  • Investment planning
  • Tax-effective investing
  • Superannuation
  • Planning for business owners
  • Insurance
  • Estate planning
  • Social Security benefits
  • Aged care
  • Cash management and budgeting