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