You may not think you need a financial planner, but every so often everyone should see one.
When it comes to Car insurance, Health Insurance, Power providers and Pay TV, most people are regularly checking to see if they are getting the best deal. This is less the case with Superannuation, Life Insurance and Wills.
If any of the following sound familiar, we can help:
- You have an old super fund, or many funds -
- You haven't reviewed your insurance in years -
- It's been a while since you did your Will -
- Your situation has changed in the past 5 years -
- You had an adviser, but haven't seen them in a while -
- You're unsure where your 'anything' is -
Our Free Review Service
Following the Royal Commission, the big banks have all but left financial advice resulting in a number of closed Financial Advice businesses, and advisers leaving the industry with no communication to clients.
The fallout of this has meant everyday people have lost their advisers, are unsure of their options and have been left worse off.
If you were a client of any of those institutions, we offer a complimentary review service where we will look over what has been set up by your previous planner, discuss what you are trying to achieve and can provide you information about your situation and your options.
If you require further advice we can let you know of any costs and the process from there, but at the very least you'll be getting peace of mind from a trustworthy resource.