Seeking Advice

If you’ve been putting off talking to a Financial Planner because you think its all going to be too hard, remember – the longer you delay, the harder it will be to achieve a financially secure future.

You should arrange to talk to a Financial Planner, if:

• You believe you need expert advice to help you achieve your financial goals
• You don’t have the experience or time to make the right investment choices and then keep track of them
• You have, or are about to receive a promotion or salary increase, are changing jobs, getting married, having children, buying a home or benefiting from an inheritance or other windfall
• You would like to live comfortably during your retirement years
• You want to insure your financial future; in the same way you insure the other important things in your life
• You believe that any investments you currently have need reviewing, to gauge their performance and suitability

Choosing Police & Nurses Financial Planning

No two financial plans are exactly alike. Everyone’s financial circumstances and goals are different.

• Police & Nurses Financial Planners will take the time to understand your financial situation and will work with you to develop your individual financial plan.
• Unlike other financial planners we offer an objective financial planning service. This means your investment options are not restricted to a particular brand of products and services. Our planners will recommend the most appropriate ways to achieve your financial goals.
• Any fees are presented to you in writing, explained and agreed to before your plan is implemented.
• Police & Nurses Financial Planning is a principle member of the Financial Planning Association of Australia Ltd (FPA) and all our financial planners are bound by the FPA’s strict code of Ethics and Rules of Professional Conduct.

View our Financial Service Guide and Complaint Policy here.