The value of advice

Financial advice from advisers or financial planners can help you plan for the future, get you closer to achieving your goals, and protect you, your assets and your loved ones.

How financial planners can help

Planning your financial future empowers you to define and set goals and map out a path to reach them. It also helps you protect your progress along the way.

If you’ve ever wondered what financial advice can do for you, ask yourself these questions:

  • Do I have spare money that could be working harder?

  • Will I have enough superannuation to meet my lifestyle goals?

  • Do I have a plan for moving into retirement?

  • How can I invest tax-effectively inside and outside of super?

  • Would my family be financially secure if something happened to me?

  • Are my assets protected if I suffer a serious accident or illness?

Not all of these questions may be relevant to you, but we’ll find out what is. Then we’ll help you take the right steps to achieve your goals.

The value of advice
Need help understanding your financial options? Contact us to arrange to speak to a BT Adviser

Your financial adviser will take the time to understand you, your goals and your lifestyle to develop the strategies that are right for your needs.

When you meet with a BT Adviser about personal advice, he or she will work through a four-step process.

BT Advisers can help all Australians achieve their personal financial goals – from the simple to the complex, with innovative tools that make the process easier for you.