What stage are you at right now? building your wealth? nearing retirement? starting a new business? Getting ready to retire?
Whatever stage you’re at, getting financial advice from a qualified financial planner could benefit you in many ways – check the situations below to see how.
- I’m nearing retirement – Suggest strategies for making the most of your Super.
- Retirement is still a long way off – Show you how to potentially increase your eventual retirement payout without sacrificing your lifestyle now.
- I don’t know what’s happening with my Super – Track down your Super from different jobs and consolidate it.
- I’ve recently been made redundant – Offer advice on how to invest any redundancy payment – or how to cope financially while you find a new job.
- I’ve just become my own boss – Discuss strategies to protect your income and maximise your Super.
- I want to build my wealth – Show you how to grow your wealth through innovative strategies like Margin Lending.
- I’ve just received a surprise windfall – Suggest ways to invest any surplus funds for maximum gain.
- I want to buy an investment property – Provide strategies for investment gearing and risk protection.
- I want to look at estate planning – Look at your assets and opportunities.
Learn more
- What is my financial plan?
- Find out more on the consultation process
- What will my financial planner need from me?
- Why choose Qwealth financial planning?
- Find out about our free Qwealth Seminars
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Questions?
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Contact our financial planners directly
All Qwealth financial planners are authorised representatives and provide advice under the authority of Comcorp Financial Advice Pty Ltd (ComCorp), AFSL 331 367, ABN 89 133 593 012. QSCU receives a commission for referrals to ComCorp and Oasis. You should consider the relevant product disclosure statement (PDS) before investing in a product. Please refer to the QSCU Financial Services Guide (FSG) and the ComCorp FSG for more information. The ComCorp FSG is available by calling 1300 787 787.