Create a solid financial plan today

We’re all facing huge changes at the moment. The uncertainty of the global COVID-19 crisis has in turn sparked a financial crisis and left many of us feeling unprepared.

Many Australians have had disruption to their income with major industries shutting down. Stock markets around the world are experiencing unprecedented levels of volatility, which in turn has affected investments you may have. Financial goals have been put on hold or impacted by the economic fallout of the COVID-19 lock-down.

It may be the first time you have experienced such a significant disruption to your everyday life. It may not be the only economic ‘storm’ you endure through your lifetime.

You can’t always predict the future, but you can safeguard yourself and your finances with the help of a financial planning expert. Having a financial plan in place will enable you to live the life you want, and also be prepared for any setbacks along the way.

A CFP® professional is a financial planner who will work with you to understand your needs, provide you with options and help you create a financial plan to give you the confidence to get through today and anything that may arise in the future, whether it’s another economic crisis or a change in your personal circumstances.

Uncertain times call for certain advice.


What is a CFP® PROFESSIONAL?

A CERTIFIED FINANCIAL PLANNER® professional is internationally recognised for the highest education and ethical standards in financial planning. If you need help through uncertain times, ask a CFP® professional for financial advice. Want to find out more about what a CFP professional can do for you? Find out more here.

 

Connect with a CFP® professional

Finding a financial planner who you’re comfortable with is important. Match My Planner is a free tool that will help you connect with a CERTIFIED FINANCIAL PLANNER® professional who will listen, understand and help you reach your goals.

Use Match My Planner now

To learn more on how to improve your financial wellbeing, access free information at the FPA’s content hub, Money & Life.