Financial Education Guide (FEG)
Welcome to our Financial Education Guide! This comprehensive guide is designed to equip you with essential knowledge and strategies for effective financial planning. Whether you’re just starting your financial journey or looking to refine your existing plans, this guide has something for everyone.
Financial Planning Basics
Financial planning involves working with a professional to navigate the complexities of investment, taxation, and changing regulations. By collaborating, you can create a pathway to reach your specific goals, preferences, and aspirations
Investments
Learn about building a diversified investment portfolio is key to managing risks and achieving your financial goals. This section covers the main asset classes, including shares, property, bonds, and cash, and explains how to balance income and growth
Superannuation
Provides clear and comprehensive information to help you understand this vital aspect of your financial future. From the basics of how superannuation works to more advanced topics like contribution strategies, tax benefits, and retirement planning, we aim to empower you with the knowledge you need to make informed decisions.
Self Managed Super Funds
Our section on Self-Managed Super Funds (SMSF) offers clear, comprehensive insights into how SMSFs work and how they can be used to take control of your retirement savings.
Personal Insurance
Personal Insurance explains key cover options like life, TPD, income protection, and trauma insurance. It helps you understand each type and choose the right protection to secure your financial future.
Estate Planning
Our section on Estate Planning covers key topics like wills, powers of attorney, and trusts, helping you protect your assets and ensure your wishes are fulfilled for your loved ones.
Pension and Aged Care
Pensions and Aged Care provides clear information on navigating retirement income options and aged care services. From understanding pension entitlements to planning for aged care costs, the guide equips you with the knowledge to make informed decisions about your financial future and care needs in later life
Business Insurance
Business Insurance offers essential insights into protecting your business from unexpected risks. It covers key areas like public liability, professional indemnity, and property insurance, helping you understand how to safeguard your operations and assets.
General Advice Warning: The information in this Education Guide is provided for information purposes and is of a general nature only. It is not intended to be and does not constitute personal financial advice. Further, the information is not based on your personal objectives, financial situation or needs. You are encouraged to consult us before making any decision as to how appropriate this information is to your objectives, financial situation and needs. Also, before making a decision, you should consider the relevant Product Disclosure Statements available from your financial consultant.