Financial Planning

Written by barrythomas

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Are you on track to reaching your lifestyle goals?

Do you have a plan?

Our aim is to assist you in obtaining the best advice to set you on the road to achieving your financial goals.

Hunter United Credit Union has formed an alliance with Insight Wealth Planning, a local and professional financial planning firm. Insight does not take commissions on superannuation and investment products, instead charges a fee for the service provided. Insight Wealth Planning can help you achieve your goals through:

Wealth creation planning
Retirement planning
Superannuation strategies
Life and income insurance
Redundancy strategies
Centrelink benefits
Borrowing to invest

If you have any questions or would like to book an appointment regarding Financial Planning, complete our online enquiry form and we will be in contact with you.

Useful Links

Read our Financial Tips

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Any advice or information on this site does not take into account your personal objectives, financial situation or needs and you should consider whether it is appropriate for you. Please review our Product Disclosure Statement or Product Guide and Financial Services Guide before acquiring the product.