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Both Shylea Ulrick and Lifestyle Advisers are authorised representatives of AvalonFS AFSL 437518.

Fact Sheets

A Financial Adviser's role

What does a Financial Adviser do?

Most people think of seeking the aid of a Financial Adviser to invest in shares or dabble in the stock market, but this may be only a small part of what a Financial Adviser does in their day to day operations.

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Simple vs Compound Interest

Understanding the way interest is calculated can help you make a more informed decision as to which product is suitable for you. This fact sheet explains how simple and compound interest are calculated and how which one you select can affect your savings plan or repayment schedule.

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Managed Funds, Property or Mortgage?

Making a decision on where to invest your money can be difficult. Talking to your financial adviser will help you work out which avenue of investment is best for your situation. Knowing some of the terminology before you talk to them, may help you better understand the advice they are providing you.

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Super vs Pension

This fact sheet is designed to provide you with information on the differences between super and pension products. The information contained in this fact sheet may assist you to plan your retirement even while you are still working.

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Seeking Financial Advice

As financial affairs become more and more complicated, so the need for professional advice grows. It is a fundamental principle that the earlier you start to save for your future, the easier it is. So what do you need to look for to find the right financial adviser?

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