Quarter 2 • 2021
Peace of mind is important for your mental well-being – especially in these times of economic uncertainty. This is why it is important to speak to a certified financial planner who can put a structured financial plan in place and help you make the right decisions with your money. Planning for your financial future will help you achieve your long-term goals and avoid making expensive mistakes. Now is the perfect time to get your financial future on track.
In This Newsletter:
THE VALUE OF FINANCIAL ADVICE
If you think that relying on your retirement contributions will be enough for your retirement, think again!
It doesn’t matter what your situation is, you need to get professional financial advice if you want to achieve your long-term goals. It is challenging to make sure you have enough money to retire comfortably and maintain the lifestyle you are used to. To achieve this, you need proper advice.
Retirement planning and investing for your future are complex and there are so many factors that are constantly changing. If you are not working with a financial planner, will you really do it yourself? Properly managing your finances and making the right decisions take skill, effort and time.
In addition to the financial value of the advice, there is an emotional value too: from the peace of mind associated with having a structured and stable plan in place.
Not only will you be looking after your future finances, but after your mental well-being too.
1 Enhancing your retirement savings
2 Reducing your debt
3 Managing your cash flow
4 Optimising your tax
5 Protecting you from risk
6 Establishing a budget
7 Improving your current lifestyle
8 Setting financial goals
9 Creating and building wealth
What does a financial planner do?
A financial planner guides you in meeting your current financial needs and your long-term goals.
That means assessing your financial situation, understanding what you want your money to do for you (both now and in the future) and helping to create a plan that will get you there. Financial planners can help you to reduce spending, pay off debt, and save and invest for your retirement.
For FREE financial advice you can contact the Alexander Forbes Individual Advice Centre on:
Alternatively, you may want to get advice from your own Financial Planner. Make sure that they are certified by the Financial Planning Institute.