- Wealth Management
Why should you seek financial advice?
Seeking professional advice is the smart thing to do when you are faced with challenges that are outside your own realm of expertise.
You see your solicitor for legal advice and your accountant for tax advice, so it makes sense to seek expert financial advice when you start investing.
Whether your financial needs are simple or complex, or if you just want to better understand your options, a financial adviser can help you build, grow and protect your wealth with advice tailored to your needs.
Quality financial advice can mean the world of difference when it comes to navigating complex superannuation and investment products.
Maybe you're looking for ways to pay off your mortgage sooner, fund your children's education or boost your retirement nest egg. Our qualified financial planners have the knowledge and expertise to help you reach your goals sooner.
A financial adviser will take a holistic approach to managing your wealth, including:
- Planning and budgeting
- Identifying investments with the right balance of risk and reward for your circumstances
- Developing strategies to navigate volatile markets
- Creating pre and post-retirement income streams
- Implementing tax-effective wealth strategies
- Advice on complex economic risks and opportunities
- Safeguarding your assets and lifestyle with a range of insurance options.
Of course, as you get older you'll probably find that your financial situation and investment needs will change. Taxation, social security and superannuation legislation will also keep evolving.
But when you have an ongoing relationship with a Citigold Wealth Specialist you'll have the peace of mind of knowing they'll always be there to assist you.
Any advice is general advice only. It was prepared without taking into account your objectives, financial situation, or needs. You should consider if this advice is appropriate for your situation. We recommend you read the Product Disclosure Statement (PDS) or Terms and Conditions, available online or via a Citibank branch, in addition to seeking independent legal, financial and taxation advice on your personal circumstances before acting on the information contained in this material.
This material is for general information only. All opinions are subject to change without notice. This material is taken from sources which are believed to be accurate, however Citibank accepts no liability of any kind to any person who relies on the information in it. Investments are not deposits or other obligations of, guaranteed, or insured by Citibank N.A., Citigroup Inc., or any of their affiliates or subsidiaries, or by any local government or insurance agency, and are subject to investment risks, including the possible loss of the principal amount invested. Investments are subject to risk, including loss of income and principal. Past performance is not an indicator of future performance. Due to exchange rate fluctuations, you risk losing capital if you invest in foreign currency. Some products are not available to US persons and may not be available in all jurisdictions.