Your priorities, made clearer
Start with the financial goal that matters to you
You do not need to know the name of a service or the type of professional to contact. Begin with the outcome you are working towards and AFC can help make the direction clearer.
A useful place to begin
Your situation does not have to fit neatly into one box
Financial decisions often overlap. The aim at this stage is not to solve everything; it is to understand the first useful conversation.
- 01
Choose the closest goal
It does not need to describe every part of your situation. Pick the place that feels most useful to begin.
- 02
Share the wider context
A goal may connect with family, work, property, business or retirement decisions. Those links are worth mentioning.
- 03
Clarify the expertise required
AFC can help identify a potentially relevant category of specialist before facilitating an introduction where appropriate.
Start with what matters
What are you working towards?
Financial goals look different for everyone. Start with what matters to you and AFC will help identify the type of support you may need.
The whole picture matters
Working towards more than one goal?
That is normal. Retirement can connect with superannuation, tax and estate planning. Property decisions can affect cash flow, insurance and investing. AFC can help map the enquiry before considering who may be relevant.
One enquiry can include several priorities
- Explain what has prompted you to act now
- Separate immediate decisions from longer-term questions
- Let each provider explain their own scope, fees and authorisations
Relevant expertise
Different goals require different expertise
AFC starts with the outcome you are working towards, then helps identify the category of support that may be relevant.
- 01Financial advice
- 02Retirement planning
- 03Superannuation
- 04Accounting and taxation
- 05Lending and refinancing
- 06Property finance
- 07Personal insurance
- 08Business advisory
- 09Estate-planning coordination
- 10Wealth and investment services