What is Financial Advice?

Financial advice means different things to different people, depending on their needs and goals. Whether it’s: getting your affairs in order; optimising your existing investments; taking advantage of new opportunities; reviewing your superannuation; obtaining advice on the appropriate amount of insurance to hold; salary sacrificing; transition to retirement pensions or even optimizing your Centrelink benefits – getting advice from a qualified financial expert can help you achieve your goals sooner, and with more confidence.

Depending on your needs, there are three advice options you can choose from.

WHAT FINANCIAL ADVICE CAN DO FOR YOU

Your financial and lifestyle plans are unique to you so we won’t pretend to know what you’re planning next. But if you like making smart decisions about your finances, you can benefit from having access to a specialist in that field.

Greg listens to your requirements and loves explaining financial concepts without all the usual jargon.

No matter what stage of life you’re at – whether you’re saving for the kids’ education or wanting to find the most suitable transition to retirement strategy for you, or buying your first home, Greg’s advice can help get you there.

Email acumen advisers or call us on 1300-742-286 to make an appointment

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