What is Financial Advice?

Everyone is different, so financial advice has a different meaning to different people.

It could be:

  • Making the difficult decision at retirement on what to do with your superannuation and termination payments;
  • Deciding whether to accept a redundancy payout and what to do with that payout;
  • Working out how you are going to build your retirement nest egg so that you have the income in retirement that you need to enjoy the lifestyle you deserve; or
  • Protecting your family and key assets (usually you) while you are building wealth throughout your working life.

Financial advice is the process that helps you deal with all of these things – it helps you take control of your financial position so that you can spend your valuable time doing the things in life that you enjoy.

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