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Aussie advice firm sets up retirement planning service

By Robbie Lawther, 12 Apr 23

It is ‘common to put off making’ investment and financial decisions

Perth-based Approved Financial Planners has created a retirement planning service.

It will look to help clients build a retirement plan that suits their individual needs.

The company is looking to help retirees determine their future needs and goals – and assists them in making the transition into retirement easier.

Once the company creates a retirement plan for a client, the team continues to provide support by reviewing the client’s progress toward achieving their financial goals.

Daniel Stevens, managing director and senior financial adviser at Approved Financial Planners, said: “It’s common to put off making investment and financial planning decisions. But it’s important to take control.

“Everything we do at Approved is designed to challenge the traditional. With an efficient, professional and most of all simple approach to financial planning, we provide a better financial planning solution.”

Tags: Australia

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.