Whilst the Financial Planning process follows a standard set of steps, and the recommendations made by your Financial Planner will be tailored to your individual circumstances, there are broad categories of Advice & Strategies which we commonly concentrate on:
Saving and creating wealth for your future.
Protecting your income, lifestyle and loved ones.
Saving for your retirement.
Income streams in retirement.
The information above is not intended to constitute financial advice and does not take into consideration your personal objectives, financial situation or needs. Contact us on 13 11 82 with any questions , or visit your nearest branch to talk with a consultant. People's Choice Credit Union, a trading name of Australian Central Credit Union Ltd ABN 11 087 651 125, acts under its own Australian Financial Services Licence (AFSL 244310) and Australian Credit Licence (ACL 244310). In Western Australia our Financial Planning is provided through Financial Solutions Australasia Pty Ltd ABN 36 008 939 599 AFSL 244 308, a 100% owned subsidiary of Australian Central Credit Union Ltd, trading as People's Choice Credit Union.
Connect with us RSS Blog Youtube Google+ Twitter Facebook
Copyright © 2013 People's Choice Credit Union, a trading name of Australian Central Credit Union Ltd ABN 11 087 651 125 Australian Financial Services Licence (244310) and Australian Credit Licence (244310) BSB 805-050