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FINP080 Financial advice – it’s not just for the young (446 words)
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FINP080.docx
Description
As retirement nears, Sandra discovers that super, tax, pensions and estate planning are more complex than she realised. Through Jamila’s experience, she learns how professional financial advice can turn uncertainty into confidence and peace of mind.
Introduction
Sandra had only a couple of years of work left when she realised that she hadn’t the first idea what to do with her super when she retired.
She’d always looked forward to retirement, but as the big six-oh approached, things were getting real, and she was becoming anxious.
Her friend Jamila had had a financial adviser, Terry, for over thirty years. Now, Jamila’s retirement strategy was well underway and she was looking forward to finishing work.
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