Top 12 reasons for turning to a Financial Planner

We find that most often, the triggers for people seeking help from us are changes in life’s circumstances, like marriage, kids, redundancy, retirement, illness, aged care and death. As a result, they-

  • Have long term goals and need a plan that takes everything into account
  • Need a budget to make sure it all happens
  • Feel financially insecure and vulnerable
  • Are paying too much tax
  • Are after experienced advice
  • Need saving and investing help
  • Need help to stay focussed on their goals
  • Want to make sure their family is protected
  • Don’t understand legislation and tax law
  • Don’t know what to do for the best
  • Need long term help so they don’t have to worry
  • Want to know everything is in order when they die
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