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Investor Education > Financial Advice > Financial Advice Services


Your adviser will work with you to tailor financial advice according to your needs, in general they can include

  • Investment planning
  • Retirement planning
  • Superannuation
  • Insurance
  • Self managed super funds - investment and risk management strategies
  • Centrelink benefits
  • Veteran's Affairs benefits
  • Portfolio review
  • Margin lending

Good advice from an experienced and professional financial adviser can help you become more financially secure and achieve your financial goals. Your adviser will consider the information you have provided him/her, carefully consider your financial goals and provide a Statement of Advice (SOA) in writing that sets out what your adviser is recommending and why they think it's suitable for you.

When you might need advice
You may need to seek financial advice during specific life stages when you face dramatic change. Some examples include:

  • Retirement planning: you may need detailed advice about how to get the most income in retirement.
  • Changing financial needs: if you are preparing to have children, recently inherited money or separating from your partner, you may need advice on strategies to help maximize your wealth.
  • Retrenchment: help in avoiding costly mistakes during a difficult time.


Need personal financial advice? Find an adviser



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