Join our investing community

When does it make sense to talk to a financial adviser?

Discussion in 'Financial Planning' started by Simon Hampel, 28th Sep, 2016.

  1. Simon Hampel

    Simon Hampel Co-founder Staff Member

    9th Jun, 2005
    Sydney, Australia
    When It Makes Sense To Talk To A Financial Adviser

    In summary:
    • When you’re going through a major, expensive life change.
    • You’re thinking about retirement, or have no plans for your legacy.
    • You receive a windfall.
    • You need to care for ageing or retired family.