Quick Tip #6 – The Value of Planning Ahead


Are you concerned about reaching your financial goals? The Financial Planning Standards Council recently reported on the value of advice. The report showed that working with a financial security advisor can help you feel more confident about achieving your goals:

  • Individuals with comprehensive financial plans feel more confident in their plans to retire
  • More than 80 per cent said they feel on track with their financial affairs compared to only 44 per cent who had no planning

[FPSC, Value of financial planning, 2012]

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