Everyone's objectives for leaving a legacy are as different as each of their life stories.
Your financial adviser is best placed to work with you to build a long term strategy for building, protecting, leaving and preserving your legacy in a way that suits your goals, with both control and flexibility.
“There’s a great saying: good advice doesn’t cost, it saves."
Noel Whittaker, Finance and Investment Expert
Financial decisions can be overwhelming but financial advisers can help make the complex simple. They are ideally placed to explain the investment process, help you spend your retirement savings with peace of mind, and manage family and estate planning issues, ensuring your sense of obligation to your loved ones doesn't reduce your own living standards.
Financial advisers also have the knowledge and training to understand the right combination of retirement income products to suit older Australians' retirement needs and lifestyle desires.
"Partnering with a financial adviser is vitally important to help all Australians meet their legacy goals. Our Reimagining Legacy research identified a clear knowledge gap amongst the Australian population around which financial products can be used to achieve their objectives. Financial Advisers are the key to supporting clients in achieving their financial goals, identifying the best way to meet them and tackling challenges along the way, whether that’s ensuring they won’t run out of money during retirement or that their legacy will be passed on in the way they want in a tax optimised and effective way."
Felipe Araujo, Executive Director and General Manager
