Financial Planning and Financial Advice

/Financial Planning and Financial Advice
Financial Planning and Financial Advice 2017-10-24T14:24:10+00:00
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Want professional help to achieve your financial goals? If you are reading this, congratulations – you are taking the important first step to securing your financial future. Choosing the right financial adviser is a critical part of that decision. Your financial adviser should be someone with whom you can build  a long-term relationship. Someone you trust to hold your hand through the ups and downs that life throws at you. In a nutshell – someone you can count on.

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Ultimately, making money and growing wealth isn’t about the number, it’s what you do with it. A financial plan that works for you today could be completely wrong for you in as little as six month’s time if you decide to start a family, setup your own business, buy a house or move into retirement. So, how do you make those difficult life decisions?

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There is a power imbalance, but you have rights. Enforcing your rights around financial advice should be simple. You are paying for a competitive service, which is regulated, from qualified people, who are licensed, to act in your best interest. The more you know about what your rights are should anything go wrong, as well as appreciating your responsibilities to make sure they go right, the less chance you’ll be stung by poor practices.

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In sales, they call it “buyers remorse”. You’ve got a strategy but there are lingering doubts. But the reason you started this journey was to get organised for your family and achieve your financial targets, so the quickest way to know if you have the right strategy boils down to one question: does it achieve my goals? Are you getting the right financial advice? Here’s some useful checks.

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Tania Milnes believes there are important stages in life when every Australian needs the right financial advice. The general manager of Mortgage Choice Financial Planning says: “We find there are five key periods when people come looking for advice.”

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Tania Milnes believes there are important stages in life when every Australian needs the right financial advice. The general manager of Mortgage Choice Financial Planning says: “We find there are five key periods when people come looking for advice.”

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He’s half the face of Seven’s Sunrise, but David Koch also has a business background and appreciates the value of sound advice. The self-made small businessman turned chairman of a family business, Pinstripe Media, is considered one of the poster boys of financial success. He was once known for driving a 1967 Ford Mustang to work. He juggles TV appearances with a thriving business. How does he do it?