Financial Advice

Print

Why see an adviser

We cut through the complexity of money matters.

At Club Plus Financial Planning we help you make decisions about how to get the most out of your hard earned money. It doesn’t matter how much or little you have – it’s about how your money works for you that will make the difference in retirement.

The advice you receive from your Club Plus Financial Planning Adviser will be based specifically on your needs and circumstances. We assess your financial objectives as well as your tolerance to risk, so you can be sure you are getting appropriate financial advice that works for you.

We provide wide-ranging advice on issues such as:

  • Retirement planning
  • Investments (inside and outside of super)
  • Tax-effective strategies
  • Managing debt
  • Budgeting
  • Insurance
  • Superannuation
  • Centrelink entitlements

Reviewing your financial plan

A financial plan should never be a case of ‘set and forget’. A change in your circumstances or the financial markets can impact on your plan and influence returns in the long run. So, we recommend that at least once a year we review your plan to ensure your investment strategies remain appropriate and that you are on track to meet your goals.

For more important information such as what services we are authorised to provide to you and how we remunerate advisers, please download our Financial Services Guide.