Meeting your future lifestyle needs

senior woman smiling as she paints

Whether you’re at the beginning of your working life, have been working for a number of years, or already enjoying your retirement, professional financial advice can make a difference when it comes to achieving your financial goals and meeting your future lifestyle needs.

Through your financial adviser, you can take advantage of a range of financial planning services including:

  • Investment advice to meet your individual needs, including where to find the best value investments and how to make your savings work harder and build security for your future
  • Buying and selling shares
  • Investment opportunities
  • Superannuation advice to earn more from your super investments and make sure you reach your retirement goals
  • Retirement income advice to maximise your earnings, minimise tax, secure any social security entitlement, and preserve your standard of living in retirement
  • Final advice about products that will provide flexible portfolio administration, taking care of all the paperwork and tax calculations
  • Wise investment of an inheritance, redundancy payment or other lump sum
  • Insurance and estate planning guidance

Your financial adviser can assess your individual circumstances, prepare a personal financial plan to help you achieve your financial objectives, develop an investment strategy and suggest a range of quality investments that will suit your present and future needs.