As you move through life, your lifestyle might significantly change – and so will your goals and priorities. At the same time, your professional responsibilities can mean there’s less time for managing your money.
A financial adviser can help you create a household budget, making it easier to keep up with your daily living expenses and pay down debts.
Alongside tailored strategies for boosting your super and building wealth through investing, a financial adviser can show you how to plan for your future.
They can also help with protecting your families' financial security by reviewing and updating your insurance cover.
While you can see a financial adviser at any time, here are some major life events that might trigger a change in your financial circumstances:
- getting married or moving in with a partner
- going through a divorce or relationship breakdown
- receiving a bonus or inheritance
- being made redundant.