Brian and Barbara’s story

It’s never too late to plan for the best

Planning for the best isn’t just about preparing for retirement. It’s about working with your financial planner to create the future you want – at any stage of life.

Meet Brian and Barbara - they love nothing more than travelling around Australia in their caravan. But when they were both faced with bouts of ill health, they realised they needed some changes to make life more manageable. With a holistic financial plan in place, they are now looking forward to the next chapter being their best chapter.

If you have difficulties viewing the video please contact us.

Things you should know

The information on this web page contains general advice only. It does not take into account any of your objectives, your financial situation, or your needs. You should consider whether the information is appropriate for you, having regard to your objectives, financial situation and needs before you act on the information. Also, before you make any decision about whether to acquire a financial product you should read the relevant product disclosure statement. You should also consider talking to a financial planner to assist you in this process.

The information on this web page has been prepared by Commonwealth Financial Planning Limited ABN 65 003 900 169 AFSL 231139 (Commonwealth Financial Planning), a wholly-owned non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Financial Planners are representatives of Commonwealth Financial Planning.

The information on this web page is based on current regulatory requirements and laws, which may be subject to change. While care has been taken in the preparation of this web page, no liability is accepted by Commonwealth Financial Planning, its related entities, agents and employees for any loss arising from reliance on this web page.