One of the common misconceptions people have about financial planning is that they need to know exactly what they want their future to look like. No one knows that! Even if they do, they can’t predict what will happen around them or to them in the years ahead. So, if financial planning isn’t about mapping dollars to a precise picture-perfect retirement, then what is it for? It’s about helping you clarify what is most important to you and identifying some goals that relate to that. It is about supporting you through a conversation where we make some very good guesses about what you want the future to hold.
It is ok to not know everything about what you want to do in the future… but it is worth spending some time thinking about it and sharing ideas with your partner or family. To get you started, here are some great ways to get your creative retirement juices flowing…
*unless you continue through the advice process with us.
What you need to know
This information is provided by Invest Blue Pty Ltd (ABN 91 100 874 744). The information contained in this article is of general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regards to those matters and seek personal financial, tax and/or legal advice prior to acting on this information. Read our Financial Services Guide for information about our services, including the fees and other benefits that AMP companies and their representatives may receive in relations to products and services provided to you.
You may also like