Identifying your goals

People often turn to a financial planner to help simplify their finances and set achievable financial goals, providing greater confidence to plan for their future.

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A financial planner will be able to help you with areas such as budgeting, cash flow management, a savings plan, superannuation, tax planning, home loan repayments, debt management and reduction, insurance, investments and retirement.

Understandably, your financial goals will change over your lifespan. You need a financial plan to suit the stage of life you are in. Here are some of the common needs of each life stage:

Your financial planner should make clear recommendations, outline the risks involved and communicate any possible strengths or weaknesses in your plan. Remember that your financial planner cannot predict the market or ensure investments are always favourable.

Your financial planner should however, keep you updated with any changes that could influence your investments, such as market slumps. While short term timeframes in regards to growth investment are a high risk, investing over a longer period of time means you can wait out the lows of the market.

Once your goals are decided, your financial planner will put a financial plan in place.

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