Having a plan early on in life will give you a good head-start to achieve your short and long-term goals. Making the right decisions is all about taking the time to plan.
While you want to enjoy your life now, you also want to make sure you are preparing for what the future holds. A BankVic financial planner can work with you to identify your short and long-term goals and then design the best path-way to help you get there
Important milestones to consider seeking advice include:
When you’re starting your career, changing jobs and looking to set yourself on the right path
Saving for, or buying, your first home or an investment property
Wanting to track your superannuation and how to make it work better
Our financial planners and superannuation professionals are representatives and employees of BankVic, they do not receive commission. We recommend you read our Financial Services Guide (PDF) for further information about how our financial planning services contribute to the income of BankVic. This advice has been prepared without taking account of your objectives, financial situation or needs. Because of this, before acting on the advice, you should consider whether the advice is appropriate for you. Before you make any decision to acquire any product or service, you should obtain and consider the relevant Product Disclosure Statement available from a BankVic branch or by calling 13 63 73. BankVic acts as an agent for a range of life insurance product issuers. Our financial planners are members of the Financial Planning Association of Australia and our superannuation professional is a member of the Association of Superannuation Funds of Australia. ™Superfuture is the exclusive registered trademark of BankVic, Registered Trademark 831100.
Information on this page is general in nature, and does not take into account your personal circumstances; you should consider whether it is appropriate for you before acquiring the product.See www.bankvic.com.au/self-service/forms-and-documents for important information relating to these products