When to get advice

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
  • Retiring

At these life events your investment risk profile, contribution tax treatments, product eligibility and insurance needs may also change.