Mon - Thurs : 09:00 - 5:00, Fri : 09:00 - 4:00
(03) 8841 3111

Planning for life news

All you need in one spot.

Financial Advisers: Our Modern-day Superheroes

Take a minute to reflect on your life goals. What came to mind? A European holiday? Reclining on a yacht while sipping on a glass of champagne? Or, nestled at home with your loved ones, stress free?

Envisioning what you want your future to look like is easy but turning that dream into a reality requires some effort. Most of us are so busy managing everyday life that we often cast aside our financial goals. That’s why we have industry experts, to help steer us in the right direction, encourage us to work towards our goals and to help knock down the complexity involved in money.

So, who are these superheroes you ask? They’re called financial advisers. A financial adviser is a person or authorised representative of an organisation, licensed by ASIC, who provides advice on some or all, of the following areas of money/finance: investment, superannuation, retirement planning, risk management, estate planning, aged care, insurance and taxation¹.

Do we really need one, though?

Well, the right financial advice can make a huge difference in your quality of life. At ‘Planning For Life’, our client’s interests come first, always.

Once we establish a thorough understanding of your current financial position, we work hard to ensure the right plan and strategies are tailored to you and set in place to help guide you on the right path.

Our advisers understand the need for balance and can help you make the most of your money, so you ‘live with confidence’. We also understand that change is inevitable and ensure we work with you continually to keep you on track. How great is that?

Without proper management of our finances, our goals cannot be met, and I for one NEED that European holiday.

If you’re in need of some modern-day rescuing, contact us on 8841 3111 to book an initial appointment with one of our Financial Advisers!

¹Source: MoneySmart 



General Advice Warning 
Any advice in this publication is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information.

Important Note
All content contained in this article is general in nature and is not advice. No responsibility can be accepted for errors, omissions or possible misleading statements or for any decisions or actions taken as a result of any material in this article. This article is a reflection of the writer’s personal opinion and is has not been created as advice by Planning For Life financial advisers and any associated licensees.

In preparing any advice in this site Planning for Life Australia Pty Ltd ABN 63 365 305 143 trading as Planning for Life has not taken into account any particular person’s objectives, financial situation or needs. Investors should, before acting on this information, consider the appropriateness of this information with regard to their personal objectives, financial situation or needs. We recommend investors obtain financial advice specific to their situation before making any financial investment or insurance decisions.

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.