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Where can advisers add the most value

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Senior partner Michal Bodi explains the importance of investing in right assets in retirement planning.

Where do you start? What do you need to consider? Will your capital go the distance and be able to sustain your lifestyle?

These are the types of questions we cover when working with clients on thier retirement stratgies.

 

Still have some questions?

We're here to help, arrange a meeting to speak with one of our experienced Planners, either book a virtual meeting or call us to arrange an appointment on 02 4229 8533.

 

General Disclaimer: While every care has been taken in the preparation of this document, Sydney Financial Planning and Charter FP make no representations or warranties as to the accuracy or completeness of any statement in it. This article contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. Please seek personal financial advice prior to acting on this information.