Financial Matters

17th March 2010

Financial matters can be complex. Getting help from an expert can make all the difference in achieving an outcome you’re happy with. Regardless of market conditions or your stage in life, an adviser can be pivotal in meeting your financial goals.

We believe the role of a financial adviser is to listen to your needs and goals and tailor their service to help meet them. You can enjoy life today, knowing that your future is in expert hands.

The relationship with your adviser is an important one that builds up over time. A financial adviser should be someone you’re comfortable with, who knows you and understands how your needs change over the years. That way you can trust them to help get your financial goals in the right shape.

To check your adviser is right for you, make sure they give you:

  • Control: Your adviser should help you define financial goals and develop a plan to achieve them. That means you can take control of your future and set a clear direction of where you want to go and how to get there.
  • Comfort: Once your plan is established and implemented you should be comfortable that your financial strategies are working well. Your adviser should continually review them to ensure that all is going to plan.
  • Trust: By entrusting your financial security to a financial adviser you gain access to their expertise. They’ll use this to develop the most appropriate financial strategies to meet your goals. Best of all, an adviser will take the emotion out of making important financial decisions.
  • Understanding: Your financial adviser should work to ensure that your assets and estate are appropriately protected. This will give you peace of mind for your retirement, for any life changes or if something unexpected arises.

“Now, more than ever, Australians need sound financial advice, built on a sustainable foundation with a long-term outlook.”
Senator Nick Sherry, Federal Minister for Superannuation and Corporate Law, May 20091

The process for gathering financial advice

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