As an ex-planner of some 25 years’ experience, I still know the ropes and will quickly ascertain if you should be speaking with a licensed adviser to best advance your interests.
If that is the case, I will gather some basic details and refer you to a trusted associate who will further begin to understand and document your current and proposed situation so that you may ultimately receive scoped advice, or maybe some type of grand plan.
Whatever happens, it needs to regularly monitored.
All up, this approach vastly improves your chances of achieving your hopes and dreams (whatever these may be), rather than going it alone and flying by the seat of your pants.
So, while it’s not rocket science, it can be very challenging to get one’s head around all the opportunities, combinations and permutations, the risks, threats, legislation, rules and changes to all of these etc., etc., making it quite daunting for some to even get started.
All up, we believe a good financial adviser can help just about anybody to see the benefits and motivate them to get involved especially in matters of superannuation, self-managed superannuation and life insurance.
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