New: Financial planning knowledge pod

Our ‘Financial planning’ knowledge pod is part of Money Insights Central, our online education centre that includes videos, guides and calculators.

This new knowledge pod takes you through:

  • the benefits of financial planning
  • the four-step financial planning process
  • the process for reviewing and updating your financial plan
  • what makes a good financial plan
  • preparing for your meeting with a financial planner
  • different types of advice and how to find the right adviser for you.

We have other useful knowledge pods covering topics like insurance through super, retirement basics, types of investments and more.

To access the knowledge pods, please log into your account and click on the Money Insights Central banner on the summary page or link directly to Money Insights Central or the Financial Planning knowledge pod.

This is general advice only and does not take into account your financial circumstances, needs and objectives. Before making any decision based on this document, you should assess your own circumstances or seek advice from a financial adviser. You should obtain and consider a copy of the Product Disclosure Statement available from us or your financial adviser, before you acquire a financial product.