12 Reasons Why you may Need to Talk to Your Financial Adviser

12 reasons why you may need to talk to your financial adviser

Depending on the nature and complexity of your situation, you may need assistance.  Some people simply don’t have the time or expertise to put a financial plan in place, whilst others just need help getting started and someone to refer back to every now and again at critical points.

For many people a change in career or a significant life event may trigger a need for specialist advice.  A relationship commitment or separation, the birth of a child, ill health or the death of a family member or friend are all events that may result in a significant change in your financial circumstances, or simply make you realise that you need to assess your own arrangements.  

Instead of making a decision based on emotions at the time of such an event, your adviser can help you make a choice based on an unbiased view, while bringing relevant knowledge and expertise to help you think clearly so that the decisions you make are rational and well-considered.  

12 reasons why you may need to talk to your financial adviser:

  • Buy or sell a major asset
  • Manage your debts
  • Fund your children's education
  • Plan for career change or retrenchment
  • Invest a large sum of money such as a divorce settlement or inheritance
  • Maximise superannuation and tax strategies
  • Review your insurances arrangements
  • Build wealth for your retirement
  • Plan your transition to retirement
  • Buy, sell or start a business or succession plan for a family owned business
  • Get your estate in order
  • Set up care arrangements for aged parents or a child with special needs.

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