Why use a financial planner ?
People enlist the help of a financial planner mostly because of the complexity of the many different financial products on the market today? Additionally, personal life situations affect your financial situation too. For example, how well do you understand the available investment portfolios or a University Savings Plan? What are the advantages and disadvantages? What should you do to save for both your children’s education and your retirement? What about seeing a little bit of the world in the meantime? Knowing how to perform the following task can be daunting: following a wise course when making key financial decisions; understanding how certain financial decisions affect other areas of your wealth; adapting more easily to life’s challenges to achieve peace of mind. Good Canberra financial planners determine how their clients can meet their lifelong financial goals through management of resources. They will invariably examine the financial history of their clients, past and current.
A financial planner assists you in putting your financial affairs in order. A professional who understands the various aspects of your finances can help you navigate the issues and find the optimum solutions more easily. As part of the process, goals are identified so that appropriate action is taken in order to achieve the objectives. In the end, the most important benefit of financial planning is peace of mind.
Related Questions
- What is meant by a relevant financial relationship or interest referenced on the planner and speaker disclosure/attestation form?
- How does the SORT TESTSM help the investor and Financial Planner to select investments that fit the investors risk tolerance?
- How does an investment Adviser, financial planner, CPA, or other Adviser work with Family Office Services?
