Seeking financial advice can be a great way to make the most of what you have today and prepare for tomorrow.


An adviser will work to first understand your individual circumstances and goals, before crafting a way forward. They can provide a clearer picture of your current financial position and help create strategies to achieve your financial goals.

 

Anytime is a good time to start thinking about and planning for your future. People often seek financial advice in preparation for, or in response to, certain life stages and events such as:

  • Getting married
  • Purchasing your first property – or your next
  • Starting or growing your family
  • Starting a business
  • Career change or change in income
  • Retirement

 

Some of the common ways financial advice can assist you include:

  • Debt and cash flow management
  • Wealth creation and protection
  • Investment strategies
  • Retirement and estate planning

 

To get the most out of meeting with an adviser, it is best to go in prepared, knowing:

  • What you own: property, car, savings, super, investments, and the insurances you have in place
  • Your debts and obligations: what you owe on your mortgage, credit cards, personal loans, car leases, student loans and any other debts
  • Your income and living expenses
  • Your financial goals and what you would like to achieve

 

For more information on financial advice and the alternatives, visit ASIC’s MoneySmart website.

 

If you decide to seek financial advice or speak to an adviser, you can contact G&C Mutual Bank's financial advice partner ClearView directly, or we can set up an introductory meeting.

Any advice or information provided on this site is general advice only, and does not take into account your personal objectives, financial situation or needs. Before acting on any general advice you should consider its appropriateness given your personal circumstances. You should consider the Terms and Conditions for a product before acting on any advice to acquire it. Please consult with a financial adviser for personal financial advice.