As a financial planner I can:. assess your individual needs. tailor a strategy to help you achieve your goals. access research on investments (to help avoid pitfalls). help you make the most of your super. regularly review investments for continued suitability and identify any new opportunities. be a sounding board for your retirement plans andensure you are on the right track. review your insurance levels requirements to ensure sufficient cover in the event of the unexpected. explain what the super and Centrelink rules meanif/when they change.