WHAT DOES IT INCLUDE?
Planning for retirement, getting the most out of Centrelink benefits, investing to grow your wealth, reducing your tax, reducing what you owe, help with budget, protecting your loved ones, your other complex advice needs.
WHAT DO YOU GET?
1. The initial meeting is at no extra cost so we can get to know you and your financial situation. 2. We’ll discuss next steps and costs before putting together a plan specific to your needs. 3. Your HESTA Financial Planner will then present the plan to you. 4. We’ll help you put the plan in place.
WHAT DOES IT COST?
First we want to get to know you and your unique situation. Your first meeting with a HESTA Financial Planner is commitment free: we’ll then let you know the cost up front when we know what you need. You may be eligible to pay a part of your advice fee from your HESTA super account if it relates to your retirement.