Financial Planning
To support, we provide a FREE no obligation financial review with a qualified and independent Financial Advisor.
Seeing that our customers have adequate financial protection in place and helping them
create wealth is important to us.
Whether you are just starting out, planning for the future, transitioning to retirement or
already a retiree, no matter your stage in life obtaining the right advice is very important.
Seeking finance provides an opportune time to also receive professional advice to protect
you and your family against the unforeseen circumstances that will almost inevitably
happen to all of us at some point in our lives.
Some important questions to consider are;
How will you pay your home loan if you are unable to work for an extended period of time?
How will your family cope financially if they were to lose you?
Do you have insurance in your Super and is it adequate to cover your financial obligations?
When do you want to retire and how much money will you need to be comfortable?
What are some strategies to help payout your home loan faster?
Through many years of experience we know that most people have never had a professional
financial review completed or their situation has changed so significantly that their last
review is now irrelevant and obsolete. Buying a home, getting married, having children,
separating from a partner, changing jobs are just some of the significant life events that
influence our financial positions.
A Financial Advisor can help you with things like;
- Income Protection
- Life, TPD & Trauma insurances
- Managed funds
- Consolidating Super
- Finding lost Super
- Managing your Super
- Investing in property or shares
- Wealth creation
- Pensions
- Transition to retirement planning
- Pre-retirement strategies
- Self-Managed Super Funds
- Annuities
- Funeral bonds
- Centrelink matters
- Household budgeting
Important, My Next Loan and its related entities do not provide financial advice. We have relationships with independent financial advisors and planners that are not affiliated with our
company in any way. These advisors and planners are qualified in their own right to provide advice on the aforementioned products and services. As such we do not endorse or warrant
their advice and strongly recommend that all customers make their own enquiries to satisfy themselves with the advice they are provided. We will therefore not be held responsible for
any matter arising from the advice, service or products provided by or obtained from any third party.
To enquire about obtaining financial advice, simply provide your details and we will get in contact as soon as possible.
If you choose to provide your information, it will be used to offer or provide you with our services and/or the services of our associates. We may also ask you for feedback.
We may not be able to assist you if you do not provide your information. We may need to disclose your information to other organisations providing services to us that
may be overseas. If you would prefer not to receive marketing material you can always unsubscribe. We include a simple unsubscribe feature on all electronic marketing
materials that we send. Our Privacy Policy (which is available on this website) contains information about how you can access your personal information and request
corrections or lodge a complaint. Information about who we are and how to contact us is available on this website