Retirement planning & Superannuation

Retirement planning & Superannuation

Preparing for retirement can be a stressful and uncertain time...

Borrowing to invest...

Borrowing to invest...

In broad terms, gearing is simply borrowing money for investment...

Buying and selling shares

Buying and selling shares

Investing in shares means becoming a part owner of a company.

Investment Strategy

Investment Strategy

The key to successful investing is diversification...

Insurance & Risk Protection

Insurance & Risk Protection

Planning for unexpected events...

Why use a financial planner?

In an ever-changing, often confusing world, you need the best financial advice possible in a timely and accessible way.

Julie Berry

Sometimes when choosing investments, avoiding unnecessary mistakes and achieving a reasonable overall return on an investment is more important than finding the best investment return.

Financial planning is an ongoing process that evolves as your needs change, so flexibility and constant reviewing of your financial plan by an objective professional can help to keep you on track with your goals. A financial planner’s job is not to sell you financial products, but to understand your specific needs and come up with the best financial strategy for you, which could significantly improve your financial future.

Julie Berry is an Authorised Representative (number 263902) of Clearview Financial Advice P/L (AFSL 331367).

Learn more about how CFP certification sets the global standard for financial planning. For more information, visit www.fpsb.org.