Are You Eligible for the Federal Government First Home Buyers Super Saver Scheme?

You must be a first home buyer, and you’ll need to be over the age of 18 to request a release of your funds (though you can contribute from any age).

This means you’ve never owned property in Australia, including investment property, vacant land, commercial property, a lease of land in Australia, or a company title interest in land in Australia.

You must intend to live in the premises you’re buying as soon as practicable, and you must live in the property for at least six months of the first 12 months you own it.

[formidable id=9]

Are You Eligible for the Federal Government First Home Buyers Super Saver Scheme?

[formidable id=9]

Consolidate or Grow My Super

If you have money in multiple superannuation accounts, don’t know where your super is or just looking to get more results with your superannuation then we may be able to help.

Retirement Income Planning

Whether you are looking to retire in 3 years or 30 years then good retirement income planning from a Financial Planner is critical. Click here to get matched with the right financial planner today.

Personal Risk Protection Insurances

Did you know that a Financial Planner can help with things like Life Insurance and Income Protection Insurance? If you have a mortgage you really should talk to a Financial Planner about this today.

Creating a Financial Plan

We have all heard the saying “fail to plan and you plan to fail”, a plan to save, accumulate, invest or get a real understanding of how much you will need in retirement is no different.

TRY IT NOW – NO COST – NO OBLIGATION – ONLY 2 MINUTES

So Who Are The Best Melbourne Financial Advisors?

We have consistently found over the years that the best Financial Advisors have certain skills and characteristics that truly define their knowledge, ethics, and business practices.

They are the Financial Advisors who have the specialized expertise you need to achieve your specific financial goals.

They are the Financial Advisors we believe you can trust to put your financial interests first and not just theirs.

We suggest you look for these characteristics when you meet with the Financial Advisor.

Then you can select the best Financial Advisor who comes closest to matching all of these criteria.

The 10 Characteristics Of The Best Financial Advisors

The Following are the Top 10 characteristics that we recommend you should look for when you meet with our Financial Advisors. The Financial Advisors should:

  1. Be a member of a reputable dealer group with high standards and quality business systems
  2. Be compensated with fees and not just commissions (asset-based, fixed, hourly).
  3. Be a member of the Financial Planning Association Of Australia or similar quality industry body
  4. Have spotlessly clean compliance records (as per ASIC).
  5. Have many years of proven and relevant Financial Advisory experience (planning, investing).
  6. Have appropriate degrees and recent current industry certifications.
  7. Provide financial advice as well as ongoing wealth management services.
  8. Recommend only approved and high quality services and products that are fully secure and backed.
  9. Be easy to research on the Internet (website, databases, name search, Linked In, Facebook, ASIC)
  10. Practice nothing less than full transparency for their credentials, ethics, business practices, and services before, during and after you meet them.