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GET YOUR FINANCES IN GOOD SHAPE

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 style
  • 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 email us to ask about the financial advice services you can access through the Aon Master Trust.

 

 

 
 
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