Life events to plan for...

Get advice you can rely on through all stages of your life

Your financial priorities change as you move through life. When significant life events such as these happen, it's a good ime to review and renew your goals with one of our advisers. 

  • Changes at work - Getting a pay rise, planning a career change, preparing for retirement or dealing with a redundancy can all affect your retirement savings. A financial adviser can help you secure your future and make the right choices for your situation.
  • Buying a property - Moving house, buying an investment property or renovating can be stressful, but your financial adviser can help you better understand the impact on your retirement plans as a result of making a major purchase or investment.
  • Getting married - Your adviser can also help you appreciate your new financial circumstances as a married couple, including growing your joint savings for retirement through spouse contributions to super.
  • Starting a family - Having children can put pressure on your budgeting and savings, especially when one parent reduces their working hours. An adviser can help you plan ahead for your family's financial future.
  • Divorce or separation - This is a difficult time for both parties with a significant impact on your joint savings and plans for the future. A financial adviser can help you start your new life with a focus on rebuilding a savings and retirement plan.
  • Death of a loved one - Whether sudden or anticipated, the death of a loved one or close relative can have financial implications for everyone. This is especially the case for beneficiaries of estates or executors who could benefit from some timely advice about investing an inheritance.

Book a free initial consultation today

To book a free initial consultation with a GFA adviser, call 13 GESB (4372). We understand it may not be convenient for you to call us now so please let us know a good time for us to call you.

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Related Information

Value of adviceValue of advice

How to get adviceHow to get advice

GESB Financial Advice Financial Services GuideFinancial Services Guide (0.13MB)

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