Financial planning is important - Real Mum story on MoM

8 Comments

I might be bias since I work in the financial services industry but I see what happens when people don’t look at their budget and lifestyle each year. A yearly review is so important as an adviser can make sure that your investment risk profile suits your current situation, and that you have nominated or updated your beneficiary on your superannuation accounts, or need to be reminded to see a legal professional for a new will or power of attorney. Please make an appointment with a financial planner for the benefit of your family.

Posted anonymously, 27th April 2015

8 Comments

- - dannsbuild said
  - 14 Sep 2015
    9:56 pm
These are some absolutely great tips and advice. Thanks.

- - mom57522 said
  - 03 Jun 2015
    9:18 pm
We had a wake call to financial planning after my husband fell ill.

- - mummydiva said
  - 30 Apr 2015
    9:52 pm
The ASIC website has a list of advisers, and details of the ones to avoid with current litigation. Best to search the name of the adviser you intend to see and make sure they’re not on the bad list.

- - nadine_hill said
  - 30 Apr 2015
    3:09 pm
Very valid comments – all financial aspects of your life should be revisited and reviewed yearly!

- - hopefullyheidi said
  - 28 Apr 2015
    7:47 pm
Great advice. You should post an article. Thanks again

- - BellaB said
  - 28 Apr 2015
    4:35 pm
A big problem is finding an honest and competent planner, though.

- - mom93821 said
  - 28 Apr 2015
    8:05 am
Every area of life should be reviewed including finances.

- - mom90758 said
  - 27 Apr 2015
    11:06 am
Something I should do indeed.