Explore professionals near you that can provide the financial planning you need for a successful future.
When embarking on your financial journey, it is always beneficial to find a financial planner near me or you or whomever the plan is being designed.
Financial Planning is one of the most important steps people across Australia – the world for that matter – take to ensure they are financially fit in the face of any unexpected changes to their current scenario.
Just like a personal trainer works on that stubborn waistline and to build muscle, strength and resilience, a Financial Planner works with their clients to trim the debt, build a strong investment portfolio, enable plans for ‘extras’ – such as holidays or maybe that boat or car you have always admired – while also working within the financial capabilities of their client.
It was once imperative that your financial planner was located nearby – just like your personal trainer – so you could ensure you made your ‘face-to-face’ appointment, sat down in front of them and went through all your financials. And this for many clients – most in fact – is still very important, as this will be some of the most important decisions you will presumably make in your lifetime.
However, thanks to technology such as Microsoft Teams, Zoom and Google Meet, your financial planner is always nearby!
Why is it important to find a financial planner near me?
Although this technology is widely used – especially post COVID-19 – it needs to be remembered that your financial plan is indeed one of the most important people ‘should’ do, but often negate.
When things are vitally important and have long-lasting implications – such as finance, health, and legal matters – they are best conducted in person. There is a certain level of personal information that needs to be provided, not to mention physical paperwork, and, of course, those ever-important ‘non-verbal’ communication channels such as body language – that is a vital part of a financial planner’s assessment of your personal financial position.
Your Financial Planner – unlike your bank – assess your situation not only on the numbers in front of them but a wide array of extenuating circumstances, your age, your occupation, your future earning capacity, your personal goals and on you as a person.
Why is this so important? Because there are so many elements that we keep hidden - sometimes purposefully, others not – this can include things we are embarrassed about, such as debt levels, risk tolerance or other things that are vitally important in the financial planning process.
What is so important about a financial planner for me?
Like a captain on the ship, a financial planner provides all the tools, all the systems and processes to its crew to steer the ship to where it needs to go. Although your ultimate financial success or freedom is up to you, and you alone – your financial planner is there with you, every step of the way to ensure you stay on track and pivot your plan should you deviate off course.
Finding a financial planner near me, you, your siblings, your parents or whoever is looking for a more financially secure life than they currently have is the first step, the rest is up to you and your planner to map out and go forward and achieve.