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5 questions to ask your financial planner

Financial PlanningHere at Taylord Financial, we understand the importance of finding the right financial planner for your needs, goals and life stage.

In a recent article published  by Money & Life it was highlighted the importance in checking that your chosen planner is professionally licensed and qualified to provide you with advice.

This article states the five questions to ask a financial planner at your first meeting:

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Renters need $1 million for comfortable retirement

"It's becoming clearer that housing affordability, particularly in Sydney and Melbourne, has wider implications than just for those trying to get a foot on the property ladder"

As many Australian cities experience increases in median housing prices, a gap in living standards between homeowners and renters is becoming larger. And the gap is likely to widen.

Photo: Sahlan Hayes

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Penrith NSW 2750
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WealthStream Address: G02, 1 Eden Park Drive, Macquarie Park, NSW, 2113

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The information on the Taylord Financial website is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product