Financial Planner Sydney

For me, retirement is not a personal goal. But eventually, I want to be in a position where I can make work optional.

This week at Evalesco, we were fully expecting a Labor party led by Bill Shorten to be heading to the lodge, as was the broader community and investment markets. That meant for a considerable period of time we were mindful of what life after the election meant for you and your financial plans, as the proposed changes were very significant.

I recently had the privilege of joining the AIA Vitality New Zealand team in Auckland and Hamilton to spread the message about the value advisers can bring to conversations about health and wellbeing, as well as the financial aspects of our client's lives.