“The greatest wine in the world is the wine you like best”. When it comes to personal choices, living in a country such as Australia, we are granted the liberty and luxury of being able to freely make them, and hold different views and choices to that of others, our governments, business, our parents, on just about anything.
When it comes to the question of who are the best Financial Planners in Australia, it comes down to the simple fact – who are the best financial planners for you?
There may be the best performing financial advisors in Australia, who generate millions of dollars every year, but are they really the best Financial Planner for you?
Subjective & Objective Results
Financial Planners are charged with charting a roadmap and guiding you and your family through your personal financial journey. There are many factors including your risk tolerance, access to capital, income level, capacity to earn and time horizons, that must be taken into consideration.
Many of these are objective and can be measured quantifiably and Financial Planners are trained on how to best identify these, categories and recommend the best strategies for your personal situation.
However, this is only part of the process of finding the best financial planner in Australia for you, the other is the planner themselves.
Financial Planning is a very personal service, your planner will ask questions and expect honest and truthful answers – and bank statements – for some things you would only dare talk about with your closest. Not only that, but Financial Planning is also a lifelong journey, and your planner should be around in your life for many years to come, so you need to get along.
Now, we are not recommended that you should be inviting them over for Christmas lunch, however, you most certainly should be able to trust even like your planners, so that you can communicate freely, regularly, and honestly.
How does this make them the Best Financial Planner in Australia?
Along with great skill and access to financial instruments that will make you money, your financial planner needs to be personable, empathetic, and understanding. Remember, they are not there to judge, no matter how dire your financial situation may currently be.
They are there to help you P.O.L.C or plan, organise, lead and control – all the attributes the best financial planners in Australia do daily. They plan for you and your family, organise your accounts, your investments, insurances, and budgets, lead but offering opportunities and products to suit your needs as they change, then control your portfolio (under your instruction) to ensure you maximise your outcomes.
Remember that everyone in Australia is different, we all have different needs, wants, and demands, we all have different jobs, skills, and life ambitions, so the best Financial Planner in Australia for you is the one you like best.
Speak to Walker Capital today for a meet and greet with our financial planners, review of their performance and review of how your financial journey can take its next steps forward.
