Page 26 - PMD Financial Advisers_An introduction to investing

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The true value of advice
this. In today’s environment of frequent legislative changes and increasingly sophisticated
Your adviser can help you:
• • • • • •
help identify your lifestyle goals and put a plan in place to achieve them
set a plan to protect your assets and loved ones
ensure you’re ready for the retirement you deserve
transition you to retirement and assist planning for the next generation
13 per cent greater levels of overall personal happiness.
19 per cent reported a decrease in disagreements at home over money.