With a good financial plan you can maximise your options, plan for your retirement, and once you've retired - relax and enjoy it.
Savings and planning for retirement can be confusing. How comfortable will I be in my retirement? How long will my income last? When can I access my money? It's never too early or late to start asking questions.
Our Financial Advisers can assess your goals and implement strategies so you can have the lifestyle you want.
To see a Financial Adviser, call 1300 132 982, visit a branch, or if you are short on time we'll contact you.
We can help you with advice on:
Maximising your super to qualify for any concessions that may be available to you.
Retirement income strategies.
Assessing your options when you are close to retirement.
You should consider our Product Disclosure Statements and/or other Disclosure Documents. This information and advice is provided without reference to your personal circumstances so you should consider whether this product fits your objectives, financial situation and needs. Contact us on 13 11 82 with any questions, or visit your nearest branch to talk to a consultant.
If you are receiving advice from one of our Financial Advisers in Western Australia, you will be dealing with Financial Solutions Australasia Pty Ltd ABN 36 008 939 599 AFSL 244 308, a 100% owned subsidiary of Australian Central Credit Union Ltd ABN 11 087 651 125 AFSL/ACL 244 310, trading as People's Choice Credit Union.