Finding a Financial Planner

Most financial planners have a wide range of knowledge so they can advise clients on the best way to maximise and protect income and savings. Your adviser will consider the various tax, superannuation and Centrelink options available to retirees, and which may be relevant to you. For instance, this year’s Federal Budget included important changes to taxes on super which may impact you. A planner may also provide estate planning advice and will work with a solicitor to ensure wills are kept up to date.

How to go about finding the right planner for you?

You must look for someone who is licensed and qualified to give advice.

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