Understanding financial advice
Financial life goals
Tools and resources
Products and services
Investing with IOOF
Your retirement goals
There’s plenty to consider when trying to secure your financial future. Should I pay off the mortgage or put money into super? And what about those renovations? When can I stop work? How do I afford the children’s education?
Good financial advice answers these questions by mapping out your goals and putting a strategy in place to achieve them. While these financial benefits of advice have long been established, can financial advice positively affect the more intangible aspects of our lives? What is the true value of advice?
The ‘True value of advice’ survey1 revealed people who receive ongoing financial planning advice experience:
While those that don’t receive financial advice were:
What’s more, as the survey suggests, advice can extend beyond measurable financial gains to improved relationships and personal happiness. That’s the true value of advice.
If you’re interested in seeking financial advice please contact the financial adviser available to you through your super account or contact us and we can help.
1 IOOF: The true value of advice survey (2015)