FAQ

Financial Planning

Most popular questions...

• When should I see a Financial Planner?

  Generally, the main reasons most people seek financial advice is to either protect themselves and their family in the event of serious illness or injury, grow their wealth through their working years and plan for retirmement.  We can help with all of this and more, but above all , we can help provide peace of mind so that you can enjoy the important things in life.  It is never too late to seek advice from a Financial Planner, but it is always better to start early.  Remember, the best time to invest was 20 years ago, and in 20 years time, the best time to invest would be today.  Our experienced Financial Planners can help you plan for your future and protect your family at any time or at any stage of your life.

• What services do Financial Planners provide?

  We provide a number services including, but not limited to, Superannuation, Retirement, Pre-Retirement, Personal Insurance for you and your family, Wealth Accumulation outside superannuation, Self Managed Super Funds, Centrelink and Aged Care, Debt Reduction and Estate Planning

• How can a Financial Planner help me?

  Our qualified Financial Planners have the training and experience to help you in a number of areas.  A People's Choice Financial Planner will help you identify your personal & financial goals, and put in place a plan to help you achieve them. 

• Will you only recommend People's Choice Products?

  No. As a member based organisation and not owned by any product manufacturers we are able to work in your best interests and work closely with both industry and retail superannuation  funds.

• Who do I refer queries to?

  All queries should be made via a qualified Financial Planner. To make an appointment today please visit our website or contact the Financial Planning Support Team on 1300 132 982 or at [email protected]

More questions...

• How do I get in touch with a Financial Planner?

  To make an appointment today please visit our website or contact the Financial Planning Support Team on 1300 132 982 or at [email protected]

• How much does it cost to see a Financial Planner?

  There is no cost for the first appointment as this is about getting to know you and whether People’s Choice Financial Planning is the right fit for you. 

  Before any fees are paid you will be provided with a fixed price