If your answer is no, then you are like 9 out of 10 Australians according to 2014 research conducted by Mortgage Choice. Some of the common reasons are: they feel they don’t have enough assets; it’s too expensive; it’s something they will worry about when they get older; or they can manage their finances themselves.
The reality is a RDL – financial planning will work with you at all stages of life and should provide you with tax effective, financial and wealth creation strategies as you and your family or business develops and grows. Much like a medical check-up, a financial health check can provide peace of mind regarding your financial security, protection and helping you achieve your lifestyle goals.
By Chitty Mahanivong