Financial Advice
In spite of the cost of living, it's still popular.
Right advice
Whether you're just starting out in your working life, about to start a family, or are looking forward to a happy retirement after years of hard work, getting your finances in order can make life easier and help you reach your goals.
The good news is that all members have access to our own personal financial advice team at Quadrant.
Our licensed financial planners* Steve and Kim understand the issues most people have to deal with when it comes to managing money - they're highly qualified, committed to their communities and easy to deal with.
What should I expect when I see a financial planner?
When you make an appointment to see a Quadrant financial planner you're in good hands. As a first step your financial planner will ask lots of questions to get a clear picture of the lifestyle you want to lead in retirement, what your current financial position is and how to formulate a plan to get you there.
The advice you receive from your financial planner will be based on your personal circumstances and recommendations will be provided to you in writing. Any recommendations will be clearly explained in a straightforward way (and there is no such thing as a silly question!).
What can a Quadrant financial planner help you with?
Quadrant financial planners can help with a range of services and products including:
- Superannuation fund comparisons
- Benefit projections
- Retirement planning
- Personal budget planning
- Personal wealth creation
- Direct investments
- Gearing strategies
- Salary packaging advice
- Redundancy advice
- Life insurance advice
* Steve and Kim advise as Authorised Representatives of Quadrant First Pty Ltd.
