Building a financial portfolio, securing a future for your family and safeguarding your retirement are important considerations throughout your working career. Just like being physically fit, it takes regular activity and reviews to stay on track.
We offer our Financially Fit online course to share valuable investment insight, discuss market trends and align with ongoing legislative changes to help you choose a solution that best suits your needs and ensures a financially fit future.
Common topics such as budgeting, saving, debt, insurance and investing are discussed in each section. When these are combined with our Defined Outcomes planning approach and Life stage investment model, they provide an educational plan that becomes practical and relevant to follow.
