Financial advice to suit your changing needs

We look after the health, wealth and wellbeing of almost 1 million Australians. We know that great financial advice transforms lives – it provides people with clarity, control, choice and dignity. We understand each client as an individual, what money means to them, their goals and desired future. We believe it is important to coach and educate our clients to empower their decision making.

Financial security is a fundamental plank in your Wellbeing platform and by providing Australians with solid financial advice, we help people thrive.

Before meeting with a Financial Adviser it is important to think about what you want to achieve, your own specific circumstances and perhaps what is worrying you. One way to do this is to think about your financial goals in relation to your life stages and timing:

• Short-term - saving for a holiday, paying off a credit card or reducing personal debt.
• Medium-term - buying a home, planning for educational costs or building an investment portfolio.
• Long-term - planning for retirement, building wealth or creating a legacy.

Also think about risk and your personal responsibilities, such as financial dependents, do you have enough insurance in the event that something unexpected happens?