What Could a Financial Planner Do for Me?
A professional financial planner can thoroughly consider your circumstances, and then develop strategies to help you reach your goals.
These may include funding your children’s education, helping with tax planning, having enough money to live comfortably after retiring, insurance, estate planning and so on, all of which requires specific knowledge and experience.
You may seek financial advice to help you with a specific circumstance, such as starting a family, buying a house or managing an inheritance; a good planner can empower you to make the most of these situations.
You may even prefer to form a long-term relationship with your financial planner, rather like an athlete who works with a coach to improve their performance and reach their potential.
The value of financial planning goes beyond dollars and cents – it can simplify your life and give you a sense of security about your current and future financial position.
It’s disturbing that 50% of Australians are concerned they don’t have enough money to retire on. The following link may be the ‘wake up call’ you need to confirm that you can not waste another moment without speaking to Total Wealth Management so we can help you with your plan.
Source: Financial Planning Association of Australia