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Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes. They also help you get greater clarity over key decision in your life, such as "Can i retire sooner?", "should I payoff my mortgage or contribute to super?", and "should I invest in property or shares?" plus much more.
It should start with your goals and objectives, and from there we will build a plan which considers the five key areas in your financial position - Income, Debt, Retirement, Insurance and Estate. Your plan is tailored to you and your needs, and will include the Advisers research, recommendations, reasons/benefits and risks/disadvantages, alternative strategies/products and details of any costs to be considered also. It should give you all the information you need to make an informed decision on what is in your best interests.
You should meet with your Adviser to review your plan at least annually, as a lot can happen in a year! Legislative changes to tax laws, retirement strategies, age pension rules as well as changes to c=economic conditions incl. inflation, asset performance, etc. On top of this, products are regularly changing and new products coming into the market which might be more appropriate/beneficial to you. You should also contact your Adviser whenever you have a major life change i.e. change in employment/income, marriage/divorce, children etc. as this can have a major impact on your overall financial position and appropriate strategies to meet your financial needs.
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It is never too early to get started on your financial plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
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