Everyone has different places that they want to go in life – to own a home, invest for retirement, send the kids to university or simply feel secure. A financial plan, prepared by a qualified Financial Planner, is a road map that gives you clear directions to help you achieve your goals.
|Keeping you on course when things change.|
Your financial plan helps ensure that your finances remain aligned to your goals when changes occur.
|What can my Financial Planner do for me?|
What stage are you at right now? Building your wealth? Nearing retirement? Starting a new business? Getting ready to retire? Whatever stage you're at, getting financial advice from a qualified Financial Planner could benefit you in many ways - check the situations below to see how.
|What will happen when I meet my Financial Planner?|
Your first meeting with your Financial Planner is complimentary, and there's no obligation or pressure to proceed. During this meeting, your Financial Planner will ask you questions to get an understanding of your goals, attitude to risk and financial circumstances.
If you decide to go ahead with a financial plan, the consultation process will involve the following:
You trust us with your everyday banking - and now we have joined with ClearView to provide you with the opportunity to enjoy the same personal, top quality service for your investments, insurance and Superannuation.
All Financial Planners are Authorised Representatives of ClearView Financial Advice Pty Ltd ABN: 89 133 593 012 AFSL: 331 367
All Financial Planners who are employed by Qantas Credit Union are also Authorised Representatives of Qantas Credit Union and may also provide advice to Members in respect to products issued by Qantas Credit Union, such as Retirement Savings Accounts, Term Deposits and Savings Accounts.
Contact us by either:
All Financial Planners are Authorised Representatives and provide advice under the authority of ClearView Financial Advice Pty Ltd, ABN 89 133 593 012, AFSL 331 367. QSCU receives a commission for referrals to ClearView. You should consider the relevant Product Disclosure Statement (PDS) before investing in a product. Please refer to the Qantas Credit Union Financial Services Guide (FSG) and ClearView's Financial Services Guide and the ClearView Information Handling Policy for more information.
The information on this page is of a general nature and is not intended to be a substitute for personal advice. This website page has been produced without taking into consideration your personal financial circumstances, objectives or needs. You should consider the appropriateness of the information to your financial situation and seek personal advice before acting on any information on this website.