When it comes to your retirement, financial advice can make all the difference
If you’re getting closer to retirement, you’re probably exploring all the things you’d like to be doing: spending more time on hobbies, more time travelling or simply less time working.
One thing you want to make sure of is that you have a steady income stream to make the most of what you really want to do. And that’s where the value of financial advice has been proven to help those with a goal achieve what they want.
Of those who set goals with a financial adviser, 86% said financial advice helped them achieve their goals.
This key insight came to light in a groundbreaking survey of over 12,000 Australians in conjunction with CoreData. It found the benefits of financial advice helped whatever your age, wealth or gender. So, whatever you’re looking to achieve in retirement, we are here to help. We can provide you with professional advice for your financial planning needs.
Let us help you plan for your retirement. Contact OBT’s friendly Financial Planning team in Gatton today to arrange a meeting.
Our financial advisers Bruno Tjelder and Damon Zischke and OBT Financial Planning Pty Ltd are Authorised Representatives of Lonsdale Financial Group Ltd ABN 76 006 637 225 | AFSL 246934.
This is general advice only and does not take into account your financial circumstances, needs and objectives. Before making any decision based on this document, you should assess your own circumstances or seek advice from a financial planner and seek tax advice from a registered tax agent. Information is current at the date of issue and may change. This information and certain references, where indicated, are taken from sources believed to be accurate and correct. To the extent permitted by the Law, Lonsdale, its representatives, officers and employees accept no liability for any person that relies upon the information contained herein. Information is current at the date of issue and may change.