Which of the following is NOT a good reason for a married couple over the age of 45 to visit a financial adviser?Single choice

Question Image
A

a. The adviser can help their investment portfolios generate much higher returns.

B

b. The adviser can develop a written plan for their finances over the next 30 years.

C

c. The adviser can develop some strategies to maximize their superannuation entitlements and retirement income over the next 30 years.

D

d. The adviser may be able to help them retire earlier and/or retire happier.

E

e. The adviser can help facilitate communication between the couple about their financial expectations and plans for the future.

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