Do I need financial advice?
Have you reached one of life’s financial cross-roads?
- You have paid down debt and have additional cash to invest
- You have a lump sum payment such as a redundancy payout or performance based severance payment to invest
- You have significant debt and need to insure your income
- You want to invest in a trust or education fund for your children
- You are ready to plan the optimal transition to retirement
- You want to review the structure and performance of your super fund
- You are interested in a self-managed super fund
- You are selling a business
- You have received, or are likely to receive, a family inheritance
- You need to ensure adequate income/asset protection
- You want to plan ahead for your aged care needs
- You are ready to consider your financial legacy
If you have reached one of life’s financial cross-roads and would like to discuss where to from here please contact us to book your free financial health check.