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Financial advice can help you make informed decisions about your money and develop a strategic approach to managing it. It can help you determine what your short and long-term financial goals are, and give you solutions to meet them.
Other benefits of financial advice include:
- up-to-date information about changing laws and investment markets
- access to new investment opportunities
- a one-on-one relationship with an expert
- access to research and market insights.
What your financial adviser does for you
The Financial Planning Association suggests an adviser can help you:
- develop a sound financial plan
- use your money to your best advantage
- choose products that suit your needs
- understand risk.
Do you need advice?
You might need advice if you:
- have a portfolio and you’re looking to build a strategy or plan
- don't have the time or knowledge to manage your portfolio on an ongoing basis
- have received an inheritance or windfall
- have received a lump sum
- are new to investing and want to turn your savings into investments
- have a complex financial situation
- have been made redundant
- are changing jobs
- are nearing retirement.
This is General Advice and does not take account of your objectives, financial situation or needs. Before acting on this general advice you should consider the appropriateness of the advice having regard to your situation.
For information relating to our financial services you should refer to the Macquarie Equities Ltd Financial Services Guide.
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