Do I Need a Financial Planner?

A financial planner provides you with valuable assistance in planning for your future and making the most of your money. The benefits of financial advice are numerous and far greater than simply recommending where to invest. Not only will a financial planner give you advice on:

  • Budgeting and managing debt

  • Wealth accumulation and investment strategies

  • Minimising tax on investments

  • Superannuation and retirement strategies

  • Maximising social security entitlements

  • Protecting your family with insurance

  • Wills and estate planning

Their advice should also give you:

  • Relief and reassurance – you now have a financial strategy in place

  • Confidence and satisfaction you are making the most of your situation and a professional is looking after your interests

  • Peace of mind you can sleep at night knowing you are on the right track

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Source: This article was originally published on https://www.retirementlivingonline.com.au/news/17/60/Do-I-Need-a-Financial-Planner/d,Planning.

Important:
This provides general information and hasn’t taken your circumstances into account. It’s important to consider your particular circumstances before deciding what’s right for you. Although the information is from sources considered reliable, we do not guarantee that it is accurate or complete. You should not rely upon it and should seek qualified advice before making any investment decision. Except where liability under any statute cannot be excluded, we do not accept any liability (whether under contract, tort or otherwise) for any resulting loss or damage of the reader or any other person.

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