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You need to find a financial advisor who can help you create a plan.

Achieving long term financial well being often requires seeking professional financial advice.

There's some excellent information at moneysmart.gov.au/investing/financial-advice for people looking for professional financial advice. 

A professional financial advisor can help you with:

  • setting financial goals based on your personal circumstances
  • creating a detailed household budget
  • growing your superannuation
  • planning for retirement
  • protecting your wealth through personal insurance
  • tax effective investment strategies
  • strategies to maximise your government assistance entitlements.

Questions you should consider asking include:

  • Is the advisor suitably qualified?
  • Can the financial advisor provide advice that suits your goals?
  • Should you reduce your debt?
  • Where should you invest your cash?
  • Should you buy property?
  • Should you put some money into your super?
  • What are the tax implications of each option? 

Help when you need it most 

If you are looking for a financial advisor, we can help you. Take advantage of Shadforth’s obligation-free appointment or telephone consultation. 

For more information contact us on 132 888 or visit a branch.

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