The value of getting advice

August 5 |  2 min read

Have you thought about starting to plan for life after work? Your finances can be complex, so starting to think about getting some advice to help you in retirement is a good idea. The sooner you get started on your journey towards retirement, the sooner you could get there.So, what advice can you get to help? You could start with advice on increasing your contributions to your retirement or our financial planners can assist by taking a holistic approach towards investing your hard-earned money and assess your current financial situation, needs and wants for both the short and long-term.
Understanding of where you currently are advisors can help you improve your financial management, which can include your income, assets and can assess your general money habits.
Maximising your super contributions leading up to retirement, you may want to discuss the advantages of setting up voluntary payments via salary sacrifice so that you could potentially pay less tax.Planning for your retirement – an advisor can help you reach your goals of retiring comfortably and give you a practical approach to ensure your money will last through retirement.

Debt management – a financial planner can help you come up with a strategy to help pay down your debts.

Goal setting – putting your dreams, hopes and thoughts for the future into tangible outcomes.

Wealth creation – a financial planner can also help you come up with sound investment strategies in line with your appetite for risk.

Maintaining your current lifestyle in retirement – they will help you prepare for retirement, understanding how much you will have to spend and when you can afford to retire.

Estate planning – an advisor can help you plan your estate, including getting the right advice to help you draft your will, choose your power of attorney and more

Review and tweak – as with all planning and strategy development it is important to regularly review your strategy to ensure it is continuing to meet your needs and to check in to see if any of your goals or plans have changed.

It’s never the wrong time to seek advice. So, don’t just leave it until there’s been a significant change in your circumstances. At Vision Super our specialists are qualified experts when it comes to your super, and as an Industry Super fund our planners don’t receive any commission or bonuses. All financial advice service fees will be discussed with you prior to the provision of any service which is subject to a fee.

Make an appointment today, our qualified financial planners will help set a financial plan tailored to your unique financial situation. Call us on 1300 300 820 Monday to Friday between 8:30am and 5:00pm.

August 5 |  2 min read

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