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Home > Consumers > What is financial planning? > When should you seek financial advice?

When should you seek financial advice?

Fact:
44% of those who are semi or fully retired regret not starting to save earlier.*

 

Most people choose to see a financial planner at significant turning points in their life. They may need a professional to help them consider their options and to understand financial products, tax laws or the benefit system. Once people find an adviser with whom they're comfortable, a long-term relationship often develops with regular meetings to review changing needs.

Starting work or changing jobs and looking at superannuation options
Getting married or separating from a partner
Buying a house or paying off the mortgage
Want to turn the tables on the tax man?
Looking to invest for capital growth
Planning to retire
Inheriting money, receiving redundancy payments or other lump sum payments.

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*FPA research on consumer attitudes to financial planning

 

 

 

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