You spend so much of your time working to earn an income, it makes sense to make the most of your financial opportunities. And when you get a promotion, it's a great opportunity to reassess your financial and lifestyle goals and ensure you have a financial plan in place to guide the way.

An essential step to making the most out of your work opportunities is to put in place a financial plan. Managing money can be a daunting prospect in the best of times. It becomes even more important once your career and earning capability grows.

A Financial Services Partners Adviser can help you. You don't have to make financial decisions by yourself.

They will assist you with:

  • taking stock of your current situation
  • identifying your financial goals
  • determining investment options
  • determining superannuation options
  • ensuring a wealth protection strategy is in place through insurance.

Your Financial Services Partners Adviser will work with you to develop a financial plan that's specifically tailored to you. They will evaluate your current situation and take into account your future financial and lifestyle goals.

If you're ready to make the most of your options, we can match you with a suitable Financial Services Partners Adviser who will be happy to begin working with you to create a financial plan that's right for you.

To get started, please use our adviser matching service.

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Contact us

P: 1800 006 216 E:

Level 9,
347 Kent Street
Sydney NSW 2000

AFSL: 237 590
ABN: 15 089 512 587