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:
Some of the common ways financial advice can assist you include:
To get the most out of meeting with an adviser, it is best to go in prepared, knowing:
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.
Please consult with a financial adviser for personal financial advice.