Ask yourself, what are you wanting to achieve from working with a financial planner? We believe working with a professional can create more money in your super account. See you invest confidently and overall be happy with your financial picture. But it’s not for everyone. A meeting with us can help with an understanding of your current financial picture. What money or insurance questions you have and even raise some points you haven’t considered.
From a short call, together we can start building a base financial plan to work towards.