
Important factors to consider when choosing a financial planner & advisor
Financial Advice has developed tremendously over the last few years and the profession has expanded too much more than just the common idea of ‘budgeting’.

Financial Advice has developed tremendously over the last few years and the profession has expanded too much more than just the common idea of ‘budgeting’.

So you have finally decided that you need to see a financial planner to get your finances sorted. But where to now? Who do you

AT CENTRELINK 1. Visit Centrelink 2 months prior to turning Age Pension 2. Obtain a CRN (Customer Reference Number) 3. Provide ID (drivers licence, medicare card, citizenship, birth certificate)

Scheduling that first appointment with a Financial Planner is the first big step in getting the advice to achieve your financial goals. It is never too early

Number 1 – “The Downsizer” This is a strategy that appeals to me – it shows the ability of how good legislation can meet real