How can we help?

These are just some of the areas that we will discuss with you:

    • Where are you now and, what are your goals for the future?
    • What are the three most important things you want to achieve from our advice?
    • What do you understand about your superannuation and investing?
    • When did you last review your Risk Profile?
    • Have you had your Trauma Insurance, Life Insurance, Income Protection and Total and Permanent Disability Insurance reviewed in the last two years?
    • Do you know what fees you are paying on your superannuation?
    • Do you have plans for your retirement?
    • Have you had Transition to Retirement explained to you?
    • Are you optimising your contributions to superannaution?
    • When did you last review your estate planning?

 

 

Lifelong Financial Solutions P/L  ABN 94 615 510 640  is a Corporate Authorised Representative of Lifelong AFSL P/L ABN 18 169 472 502

AFS Licence no. 464671