One common misconception among people is that they're not earning enough or they don't have enough assets to benefit from seeing a financial planner. However, the value of advice is relevant to anyone who aims to be financially independent. The fact is, you can maximise your financial outcomes most effectively when you start taking action early.
The right financial advice is important at every stage of your life. Whether you're seeking to build wealth or secure a retirement income, a financial planner can help you with appropriate strategies to suit your circumstances and aspirations. Our planning process is designed to help you implement strategies to improve your financial situation now and plan for the future.
Our financial planners are able to work closely with you to help you build prosperity on every opportunity through our a wide range of financial planning services and advice.
How a NAB Financial Planner can help you
Our qualified planners have the training and experience to help you with a wide range of financial planning services. They are also able to draw on the expertise within our group of companies to provide quality advice across all your needs. This includes the specialist research and technical resources of our wealth management business, MLC.
Our financial planners are members of the Financial Planning Association, the peak professional organisation representing financial planners in Australia, and therefore adhere to set standards in relation to ethics, conduct, and continuing professional development.
The full range of services and product classes on which our financial planners can advise is outlined in our Financial Services Guide, which your financial planner will provide in your first meeting.