Seeking financial advice can be a great way to make the most of what you have today and prepare for tomorrow.
An adviser will work to first understand your individual circumstances and goals, before crafting a way forward. They can provide a clearer picture of your current financial position and help create strategies to achieve your financial goals.
Anytime is a good time to start thinking about and planning for your future. People often seek financial advice in preparation for, or in response to, certain life stages and events such as:
Some of the common ways financial advice can assist you include:
To get the most out of meeting with an adviser, it is best to go in prepared, knowing:
For more information on financial advice and the alternatives, visit ASIC’s MoneySmart website.
If you decide to seek financial advice or speak to an adviser, you can contact Apex Finance Bank's financial advice partner ClearView directly, or we can set up an introductory meeting.
Please consult with a financial adviser for personal financial advice.