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The basics of financial planning

There’s no doubt that the best way to make the most of your savings and investments is with the help of a financial adviser. But what about the absolute basics? There are lots of things you can do yourself to get things in order before you feel ready to seek advice.

This area is filled with features to address those first steps to understanding and improving your finances.


Where to start

Find out more about financial planning principles.

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Your property and assets

Find out what you need to consider when using property and other assets as part of your financial planning.

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Your family

Find out what to consider when planning your family’s finances.

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Your career and retirement

Find out what to consider when planning your career and retirement.

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Why financial advice matters

Not sure why you should consider getting financial advice?

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