What's a Financial Planner?
In order to change these statisitcs, we need to take back control of our finances.
The first step in this process is to talk to a Financial Planner.
A Financial Planner will help you work towards your financial goals.
There are many areas of which a financial planner can offer specialist advice, these include:
Putting financial plans in place for life events such as babies, school fees, etc
Setting up and Managing Investments
Consolidating and Managing Superannuation
Business' structure succession plans
Business continuance insurance
Budgets and employee education
As a team of financial planners, 'Women with Edge' can help you with all of the above and more.
I can chat with you about your life as a whole and any upcoming financial issues you may have,
such as planning for a new family, combining finances with a partner, an upcoming wedding, an
older parent requiring care, school fees, buying a property, looking at budgeting to save or just
taking control of your finances and knowing what you have and where you are headed!
Many of our clients tell us that they delay the meeting with a financial adviser, only because
they assumed that the process was going to be too time consuming and involved however,
many of our clients are surprised at just how easy it can be. To help put your mind at ease,
we have outlined our simple process on the next page...
On average, women retire with 50% less super than men.
of families are underinsured and 65% of women's partners have no life insurance
of women will retire with inadequate savings to fund a comfortable retirement.
1. The Association of Superannuation Funds of Australia (ASFA), 2015
2. Westpac Women- insurance survey 2012
3. Super system evolution: Achieving consensus through a shared vision, ASFA White Paper - Part 4, May 2013, ASFA