EVER found yourself asking – what does a financial planner actually do?
Or, what’s the difference between a financial planner, accountant, tax agent and bookkeeper don’t they all kinda do the same thing?
We get it. It’s a confusing space. To keep it simple, all of these roles have different specialties, but fall under the financial umbrella. In this blog, we’re going to dive deeply into the role of the financial planner (i.e., us) – what they do, how they help and their niche areas of genius.
Financial Planner: A Definition (by us)
Financial planners (i.e., us) guide clients to develop, build and achieve realistic financial goals, while getting serious about what their long-term aspirations look like (such as retirement) and how they want to get there. For many clients, it’s giving them the confidence and steps to make the next move in their financial lives, or creating a strategy that works for their lifestyle. For example, you can take a holiday and remain debt free, or retire two years earlier – we just need to put a plan in place! Financial planners are there for you in the best and worst times in your life, helping you to create abundance and success no matter your situation.
Help you to understand your cashflow & budget
As a financial planner, we work with clients to help you understand what your cashflow and budget situation looks like, with absolutely no judgement. Presenting where you stand in your current moment and creating goals for your financial future will help build a strategy as to how you can get there, understanding your financial values and a range of other things.
Creating tailored financial strategies
No two financial situations are the same – that’s why accessing a financial planner for holistic and personalised advice can help you with debt management, budget and cashflow, wealth creation, investment planning, retirement planning, tax and so much more. Our mission is to help you find meaningful and tangible ways to create wealth for the long-term.
Keeping you accountable
No matter where you are in your financial journey, having someone on hand to support you and keep you accountable always helps. We offer ongoing growth and review meetings to see how your finances are developing in the direction of your goals, and if they require a change of tact or pivot. Keeping reviews regular ensure that your strategies and policies are appropriate, financially sound and the best thing for you at this stage of life.
There for you when life takes a turn
Life comes with many twists and turns – and often, this can involve a financial aspect. Whether it’s divorce, selling or buying property, illness, insurance claims, or anything alike, having a financial planner to guide and advise you through the process ensures you are getting the best possible outcome.
We are a safe haven for all financial discussions
There’s no such thing as a silly question, and as financial planners, it’s our job to make sure you feel safe and comfortable to ask absolutely anything when it comes to wealth planning and your personal situation. Without any judgement, we create strategies for every individual in full confidence that we can set you on a pathway to financial success.
Ready to connect?
Book a “Discovery Call” today.
