Have you noticed how people who use a
personal trainer have more success getting in shape and staying
that way? It’s a step-by-step process that takes time, effort
and a little know-how and it’s a lot easier if you have a
trainer showing you the way.
Getting your finances in good shape is no different.
A financial adviser can be your own personal coach - helping
you take control, get on track with your financial plan, and get
where you want to be.
A typical program
- Evaluate your current financial position
- Consider your attitude to money and your investment
- Identify your needs
- Set goals you can achieve
- Prepare a financial plan that’s tailored
to your needs
- Put your plan into action
- Review your plan once a year.
And it’s not just about super. Investments and insurance
advice, tax, social security, and estate and retirement planning
are just some of the other areas that an adviser will consider as
they guide you through your financial fitness program.
Need an adviser?
If you don’t already have a financial adviser,
call us on 1300 880 588 or
us to ask about the financial advice services you can access through the Aon Master Trust.