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Advice Explained


Financial advice means different things to different people. Some say it means investment advice while others believe it’s all about tax strategies, or help with budgeting or even advice on buying insurance.

In reality, financial advice is all of these things and more. It’s a broad service aimed at helping you make sound financial decisions and take control of your finances… and not always about the numbers. Being able to sleep at night knowing that everything is ok can mean more than the numbers on the page.

Many people have a gap between where they are today and the lifestyle they’d like to enjoy. This gap can create a feeling of uncertainty. Financial advice helps you bridge that gap.

Everyone is different and we all have different goals and dreams. It is therefore important to understanding your needs and objectives and design a financial plan based on your particular lifestyle goals and personal situation. As life happens and different events change our course, as does government legislation. It is important to review, replan and restrategise to ensure our plan is up to date and relevant to our changing circumstances.

For more information on the benefits of getting expert financial advice, open the brochure Value of advice

Your financial plan

Your financial plan is designed to create re assurance and is supported by four pillars:
•    saving – gives you the money to create options
•    super – provides money for life after work
•    investing – makes your money work for you and available when you need it
•    financial protection – insurance to manage the personal risks we face and to support your financial plan.