Welcome to Credit Advisor
Most credit advisers tailor their services to your individual financial circumstances, but generally these include:
* Retirement planning
* Investment planning
* Tax-effective investing
* Superannuation
* Planning for business owners
* Insurance
* Estate planning
* Centrelink benefits
* Cash management and budgeting
People often go to credit advisors because they don’t have the time, knowledge or self-motivation to do it all themselves. And keeping up with constant changes to tax and superannuation regulations, as well as interpreting market movements can be a bit of a minefield. It’s something credit advisors do every day.
How much does a financial advisor cost?
This generally depends on how complex your plan needs to be and how much money you have to invest. These charges are usually made through upfront commissions or a fee for service. Whatever the charges, the Credit Advisor should explain them clearly when they take you through the Financial Services Guide (FSG).
The information contained in this document is based on the understanding that individuals reading this article obtain their own individual advice from a professional financial planner. This document is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances. You should assess whether the information is appropriate for you and consider talking to a Credit Advisor before making an investment decision. You should read the relevant PDS and consider whether the product is right for you. Past performance and awards are no indication of future performance.
