Financial Planning 

STRATEGY I SOLUTIONS I INTEGRITY 

 

Financial advice means different things to different people, depending on their needs and goals. Whether it’s getting your affairs in order to optimising your existing investments, to taking advantage of new opportunities, getting advice from a qualified financial expert can help you achieve your goals sooner, and with more confidence.

 

Depending on your needs, there are three advice options you can choose from. 

 

General advice and information - Getting the facts
This is advice without taking into account your personal situation or needs including factual information in response to any questions you might have about your finances. An adviser will help you translate any financial jargon and explain the purpose and rules around different financial products. For example, you may want to know how salary sacrifice works. 

 

Focused advice – Advice on a specific matter
This is personal advice on one particular topic. The advice focuses specifically on your situation and needs in relation to that one specific matter and does not take into consideration your other financial affairs. For example, you may only need help implementing a transition to retirement strategy. 

 

Comprehensive advice A plan for all your financial matters
This is personal advice that looks at all areas of your finances on an ongoing basis. A financial adviser will develop a financial plan that’s tailored to your situation, needs and financial goals. Your adviser can also regularly review your plan to take into account any changing circumstances to ensure you stay on track to achieving your goals.  

 

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