Do you need a financial planner?
Financial advice can help you identify and work towards achieving your goals and meeting your needs. You may be saving for your first home, or perhaps preparing for retirement. A financial planner can get you on the right track by creating a plan using strategies that structure your money smarter.
How working with a financial planner helped Frances
Principal at St Patrick’s Parish in Cooma, Frances Robertson began planning for end-of-career finances, and recognised she had knowledge gaps. She had questions specific to her situation, including her husband’s retirement plan. It was then she booked a meeting with NGS Financial Planner Maria Maganic.
‘I’ve met with other financial planners and have always found it costly and convoluted. This experience was entirely different.’ Frances met with Maria for a complimentary consultation, during which she was able to share her goals and what she was hoping to achieve as she approached retirement. ‘When I got off the phone with Maria, I almost felt like crying with relief. The ease and simplicity of the call made me feel completely reassured. I got more from that initial call with Maria than I have the previous four meetings I’d had with other planners – and they were all paid for consultations.’
Ready to get your goals on track?
As you can see from Frances’s experience, talking to a financial planner can make a big difference to your retirement planning. A financial planner can:
- Help you work out your short and long-term goals and what you need to do to reach them.
- Build a plan to ensure your financial assets last through your retirement.
- Help with strategies and recommendations to maximise Centrelink and other entitlements.
If you’re not quite ready to speak to a financial planner, chatting to an NGS super specialist might be the right step for you. Super specialist sessions are complimentary and a great opportunity to ask any questions you may have about your super.
Book an initial complimentary session with an NGS Financial Planner
Book a complimentary session with an NGS Super Specialist
NGS Financial Planning Pty Ltd (NGS Financial Planning), ABN 89 134 620 518, is a Corporate Authorised Representative #394909 of Guideway Financial Services Pty Ltd, ABN 46 156 498 538 (Guideway), AFSL #420367 and offers financial planning services on behalf of NGS Super ABN 73 549 180 515.
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