What Advice do I Need?

The type of financial advice you need will depend on your stage of life, your level of financial knowledge and interest and what you are trying to achieve.

 

General Advice

General advice does not take into account your particular circumstances, such as your objectives, financial situation and needs. This can be information on products or legislative changes.

 

Simple Personal Financial Advice

This usually addresses a particular aspect of your finances, for example, the best way to make personal super contributions or how much insurance cover is needed.

 

Comprehensive Personal Financial Advice

This involves developing a comprehensive financial plan to help you set and achieve financial goals. It will cover things like saving, investments, insurance, superannuation and retirement planning.

 

EG Financial Services has a flexible fee structure to cater to various levels of advice.