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Wednesday, August 17, 2011

Time to seek professional assistance is when...

Any change in financial goals/priorities, such as:
Awareness of new investment structure/opportunity
Birth of a child
Buying a car
Buying/selling investment assets
Career break or change planned
Change in Government assistance payments
Change in risk appetite
Decrease/increase in living expenses
Divorce
Financial needs of family change (e.g. parent)
Home purchased or new home purchased
Increase in Income
Investment recommendation from a friend
Investments overweight in one asset class or type
Marriage
Moving to part time work
Personal loan/credit card paid off
Receiving a bonus
Receiving an inheritance
Renovating the house
Retirement
Second or subsequent marriage (essential to seek guidance re asset ownership)
Selling business assets
Starting a business
Super beneficiaries change/dependency status changes
Temporarily incapacitated
Travelling overseas
Undertaking study
Unhappy with current super fund

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