When to see a Financial Planner
Very few of us consider our long-term financial future and whether we can fund our lives, hopes and dreams - although we know we should.
You don't need a lot of money to see a Financial Planner. However, making the decision to prepare a financial plan puts you in the driver's seat. You are pursuing financial security, which ultimately gives you freedom and choice.
No matter your age, income, experience or goals, a Suncorp Financial Planner may be able to help you increase your wealth, save on tax and secure the lifestyle you want.
A Suncorp Financial Planner can help with advice if you:
...make an appointment with a Suncorp Financial Planner today. They are dedicated to helping you prepare financially for life's most important milestones, so you can achieve your goals.
goal setting + planning + committment = success
Starting out
No matter what you're starting we will help you get a foot up the financial ladder faster. Obtain advice on:
- Saving for a car
- Getting a home deposit
- Making extra money through investing in managed funds
- Superannuation
- Protecting your income
Settling down
Whether you're settling down or just getting a little older and wiser, your priorities often change. They may involve buying a home, starting a family or building an investment portfolio. Speak to a Suncorp Financial Planner about:
- Investing over the long-term
- Reducing investment risk
- Contributing to superannuation
- Protecting your family, income and assets
Family life
Racing to school, making lunches, weekend sport, work... family life can be hectic. It's often hard to find time to concentrate on where you're heading financially. A Suncorp Financial Planner will take the hassle out financial planning, so when the children have grown, so has your
wealth. Get direction on:
- Creating education plans for your children
- Investing tax-effectively
- Borrowing money to invest
- Maximising the value of your superannuation
- Protecting what you've worked so hard for - personal insurance to protect your family, income & assets
Empty nest
The children have all grown up and finally left home, so you suddenly find you have extra money. This is the perfect time to focus on building
wealth for the future. Learn how to consolidate your wealth through:
- Taking advantage of tax-effective investments
- Using the equity in your home to invest
- Maximising the value of your superannuation
- Personal insurance to protect your family, income & assets
Retirement
After working so hard for so long, we all want to have enough money to enjoy life and do all the things we haven't had time to do. Find out about tax-effective retirement solutions and...
- Making your money last in retirement
- Enhancing your lifestyle
- Maximising the value of your superannuation
- Maximising Centrelink entitlements
Widowed or divorced
The new responsibilities of budgeting and financial planning are often daunting to people who have been in a relationship for many years.
Reduce your financial stress following divorce or a partner's death by:
- Investing the proceeds of an insurance payment
- Managing and consolidating debts
- Budgeting for the changes in your lifestyle
- Providing advice on the best investment and superannuation options for your situation
- Personal insurance to protect your family, income & assets
Received a redundancy, inheritance or insurance payout
When you experience a significant change in your work or financial situation, it is important to get advice on how you can make the most of the opportunity so that your money will make a positive difference over the long term. A Suncorp Financial Planner can:
- Suggest the most appropriate investment options for your situation
- Help you manage and consolidate debts
- Explain the superannuation and insurance impacts of your payout
Self employed
If you are self employed or considering self employment, you are likely to have specific financial needs. Think about:
- Investing outside of your business
- Advice on the most appropriate superannuation options
- Protecting your family, income & assets
Important Information
Financial product advice is provided by representatives of Suncorp Financial Service Pty Ltd ABN 50 010 844 621, Australian Financial Services Licensee.
