Is it time to get a plan?
The focus around the 14th Annual Financial Planning Week this year is aimed at educating Australians on what financial advice is and more importantly, the benefits it can bring.
Despite the fact that we’re all going to be working longer, and as a result will increasingly have to fund our own retirement, many of us still avoid getting a financial plan.
The team at FMD asks: what’s holding people back?
It may be that you don’t believe you receive sufficient income, have enough assets, or you could be putting off getting financial advice until later on in life, or with high profile stories in the media you just simply feel like you cannot find someone you can trust. Whatever the case may be, at FMD our advisers have always been different and understanding this difference can lead you to sound advice that will ensure you can live the life you want in the future.
To add to our long list of credentials, we recently received Financial Planning Association of Australia (FPA) Professional Practice Certification, a demonstration that FMD’s advisers are all highly qualified, experienced and have committed to the world-leading Financial Planning Association Code of Professional Practice. With only around 10% of financial advisers in Australia recognised by the FPA in this way, the FMD team is proud to receive this endorsement. Of course our main focus remains in providing our clients with the best advice for building and managing their wealth – leaving them more time for living.
If you have questions about investing, superannuation, retirement planning, insurance or just general queries about your finances and would like to know more about how FMD can help you book a FREE financial health check and get in the driver’s seat today.
General advice disclaimer: This article has been prepared by FMD Financial and is intended to be a general overview of the subject matter. The information in this article is not intended to be comprehensive and should not be relied upon as such. In preparing this article we have not taken into account the individual objectives or circumstances of any person. Legal, financial and other professional advice should be sought prior to applying the information contained on this article to particular circumstances. FMD Financial, its officers and employees will not be liable for any loss or damage sustained by any person acting in reliance on the information contained on this article. FMD Group Pty Ltd ABN 99 103 115 591 trading as FMD Financial is a Corporate Authorised Representative of FMD Advisory Services Pty Ltd AFSL 232977. The FMD advisers are Authorised Representatives of FMD Advisory Services Pty Ltd AFSL 232977. Rev Invest Pty Ltd is a Corporate Authorised Representative of FMD Advisory Services Pty Ltd AFSL 232977.