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16 Protect your lifestyle A personalised protection plan can help protect your assets, lifestyle and loved ones. Basically, think about protection against premature death, disability, critical illness and loss of income due to injury or illness. A Wealth Market adviser can help you put in place the right protection, structured in the right way, and for the right cost. Plan your estate properly Smart estate planning is important to make sure your assets will be efficiently and tax effectively transferred to your beneficiaries. A financial adviser will assist you with this and if required will work with your solicitor or put you in touch with one. Super & retirement planning It’s never too early or late to plan for retirement. Getting the right advice canmake a big difference to your future. A financial adviser will help you understand the amount of super and other savings you need and how to structure your retirement benefits. With Self Managed Super Funds (SMSF) an adviser can help with investment strategies for property, income, retirement planning and for business owners. Investing Don’t rely on luck. A financial adviser can help you make informed decisions to achieve your investment goals. An adviser will develop strategies to get you on track and provide access to professionally managed investment portfolios. They can also help optimise an existing portfolio and counsel you through difficult times. Budgeting & savings A financial adviser can help you improve your ability to save, control cash flow, minimise tax, and be prepared for financial emergencies. Aged Care Planning care for ageing friends or family can be difficult. A financial adviser can help you understand the options available and organise your finances to secure the level of care needed. Managing your debt A big part of creating wealth is actually managing debt. For instance, paying down debt can help you save for investments, assets, and trips to Disneyland. Here are some of the big things they can sort out for you... Ready. Set. Life. Let’s set you up for success. Book your complimentary financial freedom review with a qualified financial adviser. Talk to your broker or call 1800 011 471 . wealthmarket.com A special offer for you Whether you’re upsizing or downsizing your home, there are steps you can take to protect, manage and grow your money. We can put you in touch with the people to help. Wealth Market’s financial advisers can help you with your financial goals and develop a plan to get you there. WealthMarketPtyLtd |AFSLNo.482898.

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