Jenbury Financial

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Why use a financial planner?

Good advice from an experienced, well-informed financial adviser can help you:

•  save money
•  protect against financial risk
•  remove or manage debt
•  grow assets
•  provide strategies to improve tax outcomes
•  plan for retirement
•  identify entitlements for government benefits
•  plan what inheritance is to be left to your dependents
•  plan your move or the move of a loved one to aged care.

There are a number of life events where seeking financial advice can help provide certainty, peace of mind and confidence. Changing jobs or getting married provide new opportunities. A redundancy or divorce also brings financial change. A financial adviser can help you make the most of these life changing events.

In 2011, the Financial Services Council (FSC) in conjunction with KPMG, undertook some interesting research into how Australians access financial advice. The results showed that individuals with a financial adviser saved more than those without one, resulting in additional wealth for an individual (source: www.fsc.com.au).

Having a financial adviser by your side can help you get ahead.