What does financial planning include?
It's more than just preparing for your retirement and managing your super. So what is financial planning exactly?
While these are two key areas our Financial Planners provide advice and strategies on, there are many other goals they can help you achieve or life moments they can help you through and prepare you for. It's never too early or too late for a financial plan.
Financial planning can help you assess your current circumstances, identify your goals and priorities, and point you towards strategies and products to help you achieve your financial goals. It can include:
Dealing with debt
Reviewing your goals
If your goal is related to a savings milestone, we suggest taking a look at your budget and updating any income or expenses where you need to. Whatever money remains each pay cycle, consider using a savings calculator to figure out what you can achieve by the end of the year and work towards that instead.