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5 moments in life when financial advice can help you

Making the right financial choices can help you live the life you want. In any person’s life, there are five key milestones when seeking out financial advice from a professional may pay dividends.


Making the right financial choices can help you live the life you want. In any person's life, there are five key milestones when seeking out financial advice from a professional may pay dividends.

Getting a new job

With a new job, comes a change in your income, and potentially your superannuation provider. A financial adviser can not only help you consolidate your super, but can also help you set short and longer term financial goals and put plans in place to help you achieve them.

Buying a home

Home ownership is a common goal for most Australians. And while buying a home is a wonderful experience, it is also one of the biggest financial commitments you can make. As such, it is imperative you seek financial advice at this time in your life. As your local mortgage broker, I can make sure you are in the right home loan for your needs, while a financial adviser can help you to ensure you, your family, and your expanding assets are protected.

Starting a family

While not everyone plans to have a family, for those who are ready for the patter of tiny feet, it is important to seek quality advice on how to navigate this major life event. A financial adviser can help you lay the financial foundations so that you can give your child the best start in life without compromising your financial security.

Managing a full life

Over time, you may find yourself juggling many financial commitments, including managing your career, caring for your ageing parents, paying down your mortgage, and potentially building your own small business. In order to protect your loved ones and the various assets you have built up/acquired over the years, it is important to speak to a financial adviser. Your adviser will be able to help you protect what you have already worked hard to build, while still taking the time to enjoy life now and in the future.

Preparing for retirement

Pre-retirement is the fifth stage in your life when you could do with financial advice. Given the amount of time people are spending in retirement, it is now more important than ever for Australians to start planning for their twilight years as early as possible. The best way for you to future proof your wealth is to build a strong portfolio of diversified assets, both inside and outside super, to supplement the aged pension. 

These days, retirement can span 20 or 30 years, so those who are not financially prepared could find themselves outliving their money.

Your financial adviser can help you plan for retirement and manage your money once you are no longer earning an income. 

Posted in: Financial planning

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