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Whether or not you need a financial planner depends on your individual financial situation and goals. However, a financial planner can provide a range of services and benefits that can help you make informed financial decisions and achieve your financial goals.

Here are some reasons why you may want to consider hiring a financial planner:

  • Investment advice: A financial planner can help you develop an investment strategy that aligns with your financial goals and risk tolerance.
  • Retirement planning: A financial planner can help you plan for retirement by developing a savings strategy and estimating your retirement income needs.
  • Tax planning: A financial planner can help you minimize your tax liabilities by developing tax-efficient investment strategies and identifying tax deductions and credits.
  • Estate planning: A financial planner can help you plan your estate, including drafting a will and establishing trusts.
  • Comprehensive financial planning: A financial planner can help you develop a comprehensive financial plan that takes into account all aspects of your financial life, including budgeting, insurance, and debt management.

By working with a financial planner, you can gain access to expert advice and guidance that can help you make informed financial decisions and achieve your financial goals.


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Article posted:Jun 20, 2022
Category: Financial Planning

50 Years On, Chiton Residents Remember Cyclone Tracy.

on Thursday, November 7, 2024

This year marks the 50th anniversary of one of Australia’s most destructive natural disasters – Cyclone Tracy.

The powerful tropical storm hit Darwin on Christmas Eve, 1974 and left a lasting mark on the city and its occupants. Sadly, 66 people were killed in the storm and 70% of the buildings in Darwin were either destroyed or damaged. The city’s infrastructure was left in ruins and as a result, over 20,000 people, about two-thirds of the city's population, were evacuated.

Study Reveals Age Pension is Not Enough - Even for Homeowners

on Tuesday, October 1, 2024

: With inflation pushing living costs higher, covering daily expenses and planning for the future continues to be a major concern for older Australians, according to new research by National Seniors Australia and leading retirement income provider, Challenger.

Celebrated Painter Visits Bridgewater Lake Retirement Estate to Share Skills and Philosophy

on Monday, June 24, 2024

Bridgewater Lake Retirement Estate will host an exclusive hands-on workshop, run by celebrated Melbourne artist Ted Dansey next month. The acclaimed watercolour artist will visit the Roxburgh Park retirement community on Friday, 19 July, taking residents and other local artists through his artistic philosophy and the insights he’s gained throughout his career.

Exploring the Future of Retirement Living in Australia

on Wednesday, June 5, 2024

As Australia’s population continues to age, the demand for retirement living solutions is set to grow substantially. Over the next decade, the total targetable market for individuals looking for a retirement village in Australia is projected to reach approximately 2.3 million people. This burgeoning market presents both opportunities and challenges for developers, policymakers, and the community at large.

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