As we journey through life, there are all sorts of financial obstacles and pitfalls to negotiate – some are minor speed bumps, but some can cause us major setbacks, and a whole lot of grief. These are the ‘pitfalls’ you need to avoid – IF you see them coming.
Here are just a few of the more common ones.
These are so common – yet so easily avoided.
Paying too much tax
It’s amazing how many people do this because they haven’t structured their affairs properly or just fail to take advantage of government incentives.
Inadequate life insurance
The shocking truth is that, often, the life cover people get with their super for example – is simply inadequate, leaving them badly exposed.
Hidden fees and terms
There is a diverse range of products, some more difficult to understand than others. We have people who actually read all the fine print.
Poor or no estate planning
Lack of proper estate planning can be a complete disaster for families – with your assets ending up in the wrong hands, paying too much tax, family disputes and a legacy of misery.
We have the experience and expertise to help you avoid the pitfalls
Fortunately, this is all very familiar territory to us and we have an entire team of experts on the lookout for any new threats that might emerge. That’s why we’re so well equipped to help you avoid the pitfalls that inevitably come your way. Worth every cent, right?
The information contained within, including taxation, does not consider your personal circumstances and is of a general nature only. You should not act on it without first obtaining professional financial advice specific to your circumstances and reading any product disclosure statements. millennium3 Financial Services Pty Ltd ABN 61 094 529 987, AFSL 244252.