We come across many people who have good intentions to plan their financial future, but find the rules, regulations and jargon of the financial services industry more than a little confusing! However it is important not to give up – understanding the rules around Superannuation, Account Based Pensions, the Age Pension and other financial matters can make a world of difference to you throughout life – and perhaps most importantly, in retirement.
The Government’s ‘Financial Information Service’ (FIS) is a free service which can help you make informed decisions about investment and financial issues for your current and future needs. They can help you:
- increase your confidence in dealing with financial issues related to investment
- understand your own financial affairs
- understand your options
- be discerning when choosing experts and know how to use expert information
- use credit in a sensible way
- increase your savings and plan for the future
- plan effectively for your retirement
- understand the financial implications when you, or someone close to you, is considering moving into residential care
They can explain:
- the levels of risk of each financial product type
- the roles of financial industry professionals
- the advantages of reducing personal debt
- how you can maximise your overall retirement income
To learn more about FIS, see: financial-information-service
For upcoming Seminars in Perth and throughout Western Australia, see: Upcoming FIS Seminars
Seminar suite: Planning for retirement
Seminar Suite: Getting ready for retirement
Seminar Suite: General Interest
- Assets Test changes
- Retirement reality and investment choices
- Running your own super fund
- Understanding property investments
- Understanding shares
At JustInvest, we can assist with providing strategic financial advice, taking the next step with the information that FIS has provided you. From Wealth Creation, to Pre-Retirement Planning and then Retirement/ Income Stream Planning, we have a long history of providing clients with outcome based advice.
We charge a transparent ‘Fee for Service’, based on an hourly rate ($230/hr inc GST) and before work commences we will provide you with a written quote. We offer both one off advice and ongoing flat fee Service Packages.
We deal with clients in Perth, South West WA, interstate and regional areas in face to face meetings, phone and skype communication. Contact us on 08 9322 1110 or clientsupport@justinvest.net.au
