Financial planners can help you turn your dreams for a secure and prosperous future into a reality. With a good set of financial steps, you know the direction you are going. It doesn’t matter if you are starting with a little or a lot, a good financial plan will help you achieve everything you dreamed.
At Qudos Bank we have partnered with Clearview, a leading Australian financial services group that specialises in providing personal, top quality service to help our members grow their assets and protect their families.
How does a financial planner work?
Firstly, your financial planner will assess exactly where you are today – what is your income, what are your expenses, how much you have in super and what investments or assets do you currently hold.
They will then look at what your goals are for your future – what are your short and long term goals for your family, what does your picture for your retirement look like. Maybe you want to help the kids through university, or you would like to start your own business or retire early.
Lastly, your financial planner will then chart out different ways to get to your goals, giving you different scenarios and options to help you save and invest to achieve your financial security.
Working on your future with a financial planner allows you to turn uncertainty into a future of achievement. If your circumstances change, you have the financial steps in place to guide you and keep you on track.
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All our Financial Planners are Authorised Representatives and provide advice under the authority of ClearView Financial Advice Pty Ltd, ABN 89 133 593 012, AFSL 331 367. Qudos Bank receives a commission for referrals to ClearView. You should consider the relevant Product Disclosure Statement (PDS) before investing in a product. Please refer to the Qudos Bank Financial Services Guide (FSG) and ClearView's Financial Services Guide for more information.The information on this page is of a general nature and is not intended to be a substitute for personal advice. This website page has been produced without taking into consideration your personal financial circumstances, objectives or needs. You should consider the appropriateness of the information to your financial situation and seek personal advice before acting on any information on this website.