It’s a good idea to get quality financial advice whenever your circumstances or financial goals change, and in particular when you start to approach retirement age.
It's good to get advice when:
- Changing jobs or when you receive a salary increase
- Buying a home or investment property
- Getting married or divorced
- Starting a family
- Approaching retirement age
At these life events your investment risk profile, contribution tax treatments, product eligibility and insurance needs may also change.