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Financial Advice Services Financial advisers are professionals who make decisions about how and where to invest their clients' money in order to maximise their return. They may invest your funds in the stock market, mutual funds, insurance policies, and a variety of other cash-flowing instruments such as government securities. Financial advisers prepare best financial plans for their clients in addition to executing trades in the market. Savings, tax breaks, and other benefits may be among them. Financial advisers monitor goals to ensure they do not deviate from the original plan.

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The advantage of getting insurance through a super fund like hat of UniSuper is that it is typically less expensive than getting your own insurance policy.

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Page 1: UniSuper

Financial Advice Services

Financial advisers are professionals who make decisions about how and where toinvest their clients' money in order to maximise their return. They may invest yourfunds in the stock market, mutual funds, insurance policies, and a variety of othercash-flowing instruments such as government securities. Financial advisers preparebest financial plans for their clients in addition to executing trades in the market.Savings, tax breaks, and other benefits may be among them. Financial advisersmonitor goals to ensure they do not deviate from the original plan.

Page 2: UniSuper

Services Provided By The Financial AdvisersRetirement planning:-

Add a little bitFinancial advising services assist their clients in calculatingwhen they must retire and how much money they will need for futureexpenses so that they can enjoy their retirement in peace.of body text

Monitoring investments:- One of a financial adviser's responsibilities is to invest their clients'funds in a profitable business while also keeping a close eye on howthe investment is performing. If you have a fund at your disposaland want to invest it but lack the necessary knowledge, you shouldseek financial advice from a professional.

Page 3: UniSuper

Not just a financial plannerFinancial advisers not only monitor yourinvestments, but they also assist you inmany other aspects of your financial life.You may or may not allow them to manageyour portfolio, but you can seek theiradvice on a variety of important financialdecisions

Expertise KnowledgeFinancial advisers are people who know a lotmore about the market than the averageperson. They not only manage one person'sinvestment, but they also have many clientsand are knowledgeable about a variety of othermarkets.

Page 4: UniSuper

Benefits of life Insurance

Financially Secured Future Because the future is uncertain, you mustplan for your family's future. Your familymust be cared for as a result of unfortunateevents. They must not be burdened by ahome mortgage, a car loan, a student loan,or a slew of other debts.

Multiple tax benefits Life insurance is one of the specificinstruments that qualify for a tax break.Life insurance can provide you with avariety of tax benefits. Tax-free payouts fordeath benefit claimants are among them

Page 5: UniSuper

Borrowing FundsLife insurance policies have cash values thataccumulate over time and allow you to borrowmoney when you need it without voiding the policy.You can also find out the value of your policy andtake it out before it matures

Life insurance for investment When compared to other investment schemes, lifeinsurance provides a better return on investment andis more secure. It offers bonuses to its members thatfew other investments can match.

Page 6: UniSuper

AddressLevel 1, 385 Bourke Street

Melbourne VIC 3000VIC, Australia

[email protected]

Phone No1800 823 842

+61 3 8831 7901

https://www.linkedin.com/company/unisuper/https://twitter.com/unisupernews

https://www.youtube.com/user/unisupernews

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