We can help you find your Lost Super

It's Easy


Register your details below and we'll contact
you within one business day.

Your Name
Your Email
Phone Number
Your Comments

Book a Skype Chat


Register your details below and we'll contact
you when it suits you.

Your Name
Skype Username
Phone Number
Your Email
Preferred Time
Your Comments

Whats Skype? Learn More

Make an Enquiry


Register your details below and we'll contact
you within one business day.

Your Name
Your Email
Phone Number
Enquiry Type
Preferred Time
Your Message

Book a no-obligation consultation


Register your details below and we'll contact you within one business day to set up your no-obligation consultation.

Register below to receive our FREE email newsletter




Blog

January 10th, 2013
Financial Planning is so much more than just giving investment advice By Daniel Martinez

Happy New Year Everyone.

I hope you all had an enjoyable festive season.

It is human nature to think what the new year will bring when 1 January rolls around.  It’s  no different in investment markets.  There are newspaper articles, media commentators, economists, stock brokers all discussing what they think is going to happen in investment markets over the next 12 months.  Unfortunately, if you ask 10 different people you will probably get 10 different forecasts.  In other words, it is nigh on impossible to predict the future performance of investment markets.

Fortunately, having a ‘good year’ doesn’t just have to depend on the performance of investment markets.  This is where a good financial planner comes into play. The benefits a financial planner brings to their client are much more certain and controllable than the fickle investment markets. For example, a financial planner looks at such things as:

* Estate planning
* Insurance
* Superannuation advice
* Asset allocation
* Retirement planning
* Tax planning
* Debt management
* Asset protection

If you have effective strategies in place for the things that you can control (refer above) then you will have a ‘good year’ irrespective of what happens to investment markets.

Bye for now

Dan’s Corner

Leave a Reply

Your email address will not be published. Required fields are marked *

Subscribe to be notified of new blog posts


 

Book a
Skype chat
Make an
enquiry




Arrange a Skype Chat



Register your Skype details and your
preferred time for a chat. We'll get back to you
as soon as possible.

Your Name
Skype Username
Phone Number
Your Email
Preferred Time
Your Comments
We are confident that we will continue to receive excellent advice and services from PFG and have not hesitated recommending them to our families and friends.

Anna Hristodoulakis and Milorad Lazic

Accredited by AMP Financial Planning
PFG Financial Services Pty Ltd ABN 23 052 977 189 and PFG Global Pty Ltd ABN 50 679 416 839 trading as PFG Financial Services (Global) are Corporate Authorised Representatives and Credit Representatives of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706. For further details including financial services we can offer you and how we are renumerated, please read the Financial Services & Credit Guide V 4.0 & FPFG Global Pty Ltd Financial Services & Credit Guide V 4.0 General Advice Warning: This website contains general information only. It does not take into account your objectives, financial situation or needs. Please consider the appropriateness of the information in light of your personal circumstances.