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The Importance of a Financial Plan

It’s important to think about the future - whether it’s protecting your family, income and assets, boosting your superannuation, optimising your investments, or planning your retirement.

We spoke to Tony Dimitrovski, Senior Financial Planner from Commonwealth Financial Planning about the importance of a plan.

"A recent CommBank survey showed over one third of Australians believe their savings would last less than 1 month if they lost their job or are unable to work" Mr Dimitrovski said.

"If it’s due to injury or illness, it’s important to have a plan for when things don’t go to plan. One option could be income protection which can replace up to 75% of your regular income and can be tax deductable or taken out through your super."

What's the easiest way to get a plan in place? Mr Dimitrovski says the answer is simple. 

"A financial planner can help protect the things that matter most to you, starting with a simple conversation."

Book your conversation with a Financial Planner today by clicking here, and check out the video above.

Brought To You By Commonwealth Financial Planning

This information contains general advice. It does not take account of your objectives, financial situation or needs. You should consider talking to a financial planner before making a financial decision. This video has been prepared by Commonwealth Financial Planning Limited ABN 65 003 900 169, AFSL 231139, (Commonwealth Financial Planning) a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Financial Planners are representatives of Commonwealth Financial Planning. Information in this video is based on current regulatory requirements and laws as at 24/08/2017, which may be subject to change. While care has been taken in the preparation of this information, no liability is accepted by Commonwealth Financial Planning, its related entities, agents and employees for any loss arising from reliance on the information.

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