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| Fact: |
| 44% of those who are semi or fully retired regret not starting to save earlier.* |
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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 |
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| Getting married or separating from a partner |
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| Buying a house or paying off the mortgage |
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| Want to turn the tables on the tax man? |
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| Looking to invest for capital growth |
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| Planning to retire |
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| Inheriting money, receiving redundancy payments or other lump sum payments. |
Want to know more?
_____________ *FPA research on consumer attitudes to financial planning
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