With so much insecurity in the world these days, there are steps you can take to secure yourself and your loved ones in the event that any unforeseen circumstance bestows upon you.
From being forced into hotel quarantine on the way home from travels due to being a Covid-19 close contact, through to losing your employment due to changes in working arrangements, you never know how much you need insurance and financial stability until you need it.
But it’s not all doom and gloom, from saving for a home, an investment holiday, retirement or setting up your children for their future – a financial planner in Adelaide is your key to success.
What services do financial planners in Adelaide provide?
A financial planner is like a business planner – they provide a roadmap for your future, achieved at achieving the goals and objectives you set for yourself. Unlike accountants, that we see each year to submit our tax returns, financial planners look forward, they plan and provide advice on the best financial products and services to best meet your specific financial position.
In recent times, financial planner is different to what they were only a few years ago, as they are not required to be post-graduate qualified, as well as required to complete yearly ‘compulsory professional development’ (CPD). This was brought about due to the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry.
This has not only removed the unscrupulous operators that gave the industry a bad name, but also requires a higher standard of service, transparency, accountability, and rights for clients.
Why should I see a financial planner in Adelaide?
As previously mentioned, a financial planner has the expertise and is qualified to provide you advice on a wide range of products – these include superannuation (managed or self-managed), insurances – such as income protection, life insurance etc, estate planning, planning for retirement, savings, investment instruments and more.
If you are in Adelaide and are thinking that your life circumstances are due to change in any way, then booking a financial planning appointment should be high on your to-do list.
Get your finances sorted with an Adelaide-based financial planner
From setting up savings accounts and insurance in case of a ‘rainy day’, while also setting up Self-Managed Superannuation Funds (SMSF’s), investment accounts and investment plans based on current and future earning capacity to provide you and your family with the financial security you crave, so you can focus on the important things.
Seeing a financial planner in Adelaide should be something that you do regularly, no matter what your earning capacity nor your current financial situation. They are experts at looking at where you are now, where you want to do and will recommend the products and strategies to get you there.
Why not take the guesswork out of your finances, and call a financial planner in Adelaide today, book an appointment and see what a difference a plan can make to your future.
