Fianancial Planning Links

At McLeod Watzdorf and Prominent Financial Planning we believe that it is important to provide you with access to information that is relevant to your circumstances. The links listed here are designed to assist you in gaining a greater understanding of the financial planning process. They also provide information on a range of relevant topics including products and strategies.

What is Financial Planning?
Financial Services Guide
10 reasons to invest
Families and money
Finding lost super
Transition to retirement
Using Credit Responsibly
Case study: pre-retirement
Pension/Centrelink changes
Search for unclaimed super
Government Super co-contribution
Determine your Investment Risk Profile
Investment strategies, superannuation and managed funds explained
Financial Planning for Seniors
General information about estate planning and making a will

Disclaimer
The information appearing on this website (and via the links provided on this website) is for general information only and should not be taken as constituting advice. The calculators provided in this website are for illustrative purposes only and the results they give should not be taken as constituting advice. While all reasonable care has been taken in preparing the information, in providing links to websites and calculators, McLeod Watzdorf and Prominent Financial Planning makes no representations that the information is correct, complete, reliable or appropriate to your circumstances. You should obtain independent advice on any specific issues concerning you.