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Updated by EthicaPrivate on Sep 20, 2016
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Top 5 Services Your Financial Planning Firm Should Provide

When shopping around for the right financial planning firm, finding one that can provide knowledge and expertise in a variety of areas related to finance is a major plus. The variety of services they provide can add amazing value to the services they are already providing to you.

We’ve compiled a list of the top 5 services your financial planning firm should be able to help you with.

1

Retirement Planning

Retirement Planning

Since the average lifespan of Australians is increasingly on the rise, it is crucial to start planning for the future now. An alarming number of Australians haven’t even started planning for their golden years, which could leave them living in poverty instead of enjoying themselves. Financial advisers and planners can usually help their clients get started on saving and investing for a comfortable future.

2

Wealth Creation Services

Wealth Creation Services

For anyone looking to not only saving for retirement, but is also looking to invest in their future, they will need someone to recommend a good investment strategy. Not only that, they will need some help and advice on borrowing to invest, dollar cost averaging, diversification in their portfolio, where to focus their investment efforts, and many other investments related topics.

3

Superannuation Advisers

Superannuation Advisers

With all of the constant changes to the regulations and legislations that manage superannuation funds, having access to professionals that are up to date on the latest rules and regulations will help avoid the headaches that could come later. People want to enjoy their retirement, so it’s important to ask the right questions to the right people, explained in simple terms.

4

Lending Brokers

Lending Brokers

Lending brokers can help anyone start an application for borrowing for a home, a car, renovations and updates to a home or property, and even for investing. Having access to these services could help when making those big life decisions.

5

Lending Brokers

Lending Brokers

Lending brokers can help anyone start an application for borrowing for a home, a car, renovations and updates to a home or property, and even for investing. Having access to these services could help when making those big life decisions.

6

Lending Brokers

Lending Brokers

Lending brokers can help anyone start an application for borrowing for a home, a car, renovations and updates to a home or property, and even for investing. Having access to these services could help when making those big life decisions.

7

Insurance Brokers

Insurance Brokers

An alarming number of Australians are under insured, which is why people need access to knowledgeable insurance brokers. Should something happen to the main provider, it’s important to know what kind of insurance options and insurance cover plans are available. Life insurance doesn’t just cover death, some plans can also cover permanent disability and can provide income protection insurance as well. These types of questions and concerns can be answered by a knowledgeable broker.

If you’re located on the Sunshine Coast and are looking for any of the above mentioned services, please visit http://www.ethica.net.au/ to make an appointment with one of our financial planners so you can begin planning for your future.