We find that most often, the triggers for people seeking help from us are changes in life’s circumstances, like marriage, kids, redundancy, retirement, illness, aged care and death. As a result, they-
- Have long term goals and need a plan that takes everything into account
- Need a budget to make sure it all happens
- Feel financially insecure and vulnerable
- Are paying too much tax
- Are after experienced advice
- Need saving and investing help
- Need help to stay focussed on their goals
- Want to make sure their family is protected
- Don’t understand legislation and tax law
- Don’t know what to do for the best
- Need long term help so they don’t have to worry
- Want to know everything is in order when they die