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What does a financial adviser do?

2nd August, 2019

A competent financial adviser can help you to develop realistic financial goals and put strategies in place to achieve them. A financial adviser, also known as a financial planner, can help you to:

  • Identify short, medium and long-term goals
  • Develop strategies to achieve your financial goals
  • Better manage your money
  • Develop an investment plan
  • Choose tax-effective investments
  • Make the most of your superannuation
  • Find out if you’re eligible for any government assistance
  • Work out your insurance needs
  • Plan for your retirement
  • Consider your estate planning needs.

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