Whatever you want to do, you’re more likely to do it with the help of some sound financial advice
We all have something we’d like to be doing more of. It could be spending more time on hobbies, less time at work and more time raising a family, more time travelling the world or reducing working hours as we get closer to retirement.
One thing we all want to make sure of is that we have a steady income stream to make the most of what we really want to do – now and in retirement. That’s where the power of financial advice has been proven to help those with a goal achieve what they want.
Of those who set goals with a financial adviser, 86% said financial advice helped them achieve their goals.*
This key insight came to light in a groundbreaking survey of over 12,000 Australians in conjunction with CoreData. It found the benefits of financial advice helped no matter your age, wealth or gender. So, if you want to achieve your very own goal and have a comfortable life, it’s more likely to happen with some financial advice.
We can provide you with professional advice for your financial planning needs. For specific advice customised to your individual circumstances, contact Carrick Aland’s Wealth Planning team on 07 4669 9800 or visit carrickaland.com.au/wealth-planning/.
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*IOOF Survey 2020: The True Value of Advice – A study of 12,643 Australians is an Authorised Representative of Lonsdale Financial Group, ABN 76 006 637 225, AFSL No 246934. This is general advice only and does not take into account your objectives, financial situation and needs. Before acting on this advice, you should consult a financial adviser.