fREQUENTLY ASKED QUESTIONS
Our FAQ section should provide you with some of the most commonly asked questions. If you do not find something you looking please get in touch.
What will Financial Planner do for me?
A financial planner is a professional service provider that works with customers to maximise the use of the resources that are available to them while also assisting them in achieving their financial goals within the time frame that has been defined by the client.
A good financial planner will be suitably qualified, skilled in a range of advice services that are relevant to their field, and able to show that they have listened to their clients, understood their needs, and are able to offer answers to their needs, objectives, and aspirations. They will support that service with continuous services to demonstrate their concern for the clients' financial security (and peace of mind).
why should i use a financial planner?
The Financial Planner you are looking to work with should be able to give you the assurance that the complexity of your individual financial situation are being managed effectively and efficiently with a focus on accomplishing your time-sensitive objectives. Financial planning may be very complicated, as the CPA Australia website explains well.
The extent of the themes to be covered in the advice to be offered to you will be agreed upon with you and put forth in the advice document, regardless of whether you opt to accept merely strategic advice from a financial planner or to take full advice. Scaled (also known as "limited") guidance might not always be an option, but your financial planner will be able to go over any potential restrictions with you before you get too engaged in the process.
how much money do i need to see a financial planner?
The importance of working with a financial planner depends less on the sum of money at stake than it does on the intricacy of the results that must be achieved. A professional financial planner should offer a free initial consultation in which they outline the areas in which they can be of assistance to you. They should also be able to demonstrate the worth of any fees that will be charged for the services you need.
do i need a financial planner?
If you are dealing with financial decisions that are above your personal level of ability and experience to handle, such as financial management of your cash resources, the best method to secure your wealth accumulation process and to protect your family, ensuring that your wealth will be sufficient for your needs as they come, and making sure that any debt or gearing facilities are structured in a smart way to minimise their cost to you, then you may want to consider working with a financial planner.