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Blog

May 11th, 2012
Why see a Financial Planner?

Most people will likely benefit at some stage in their life from seeing a qualified Financial Planner.

Whatever your goals, a good financial strategy can help you by showing you how to make the most out of the money and resources you have.

You don’t need to be wealthy to benefit from seeing a financial planner. It’s all about making the most of what you have.

Think of an adviser as your “financial fitness coach” who can help you take control of your finances. They will make you think about where you want to be, help you to set some goals and start you moving towards them. Financial fitness is not just about super either; Investments, insurance, taxation, retirement plans and estate planning all need to be part of your program.

According to Financial Planning Association (FPA) research, nine out of ten Australians who have used a financial planner have benefited from the experience.

 

HOW GOOD IS YOUR FINANCIAL FITNESS?

No idea?

Why not take a minute to answer the quick questions below and see if you could benefit from professional financial planning advice.

Question:

  • I have a written set of financial goals
  • I have a budget for my income and expenses
  • I have an investment plan for my children’s education or other long term financial goals
  • I have a range of investments both inside and outside superannuation
  • I have adequate insurance to provide for my dependants if my partner or I suffer a serious illness, injury or die
  • I am confident that I am managing my tax effectively
  • I know how much I need for a comfortable retirement and have a plan to achieve this
  • I have structured my home loan to pay it off faster
  • I have an up to date Will and enduring power of attorney and guardianship
  • I understand how my super is invested and how I can make tax effective contributions to super
  • I am making the most of any Government benefits that I am entitled to
  • I have a financial plan and am on track to achieve my goals

 If you answered No to any of the questions that are applicable to you, then you could benefit from financial advice. Many people wait until they are close to retirement before they take action, but sometimes this can be too late to plan effectively and opportunities can be lost. The earlier you start planning the better it could be for you.

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I would like to thank you and PFG staff for a wonderful surprise card and gift card from you for my birthday, it’s just a lovely warm gesture much appreciated!! Thank you all from the bottom of my heart.

Teresa Boscaglia

Accredited by AMP Financial Planning
PFG Financial Services Pty Ltd ABN 23 052 977 189 and PFG Global Pty Ltd ABN 50 679 416 839 trading as PFG Financial Services (Global) are Corporate Authorised Representatives and Credit Representatives of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706. For further details including financial services we can offer you and how we are renumerated, please read the Financial Services & Credit Guide V 5.0 & FPFG Global Pty Ltd Financial Services & Credit Guide V 5.1 General Advice Warning: This website contains general information only. It does not take into account your objectives, financial situation or needs. Please consider the appropriateness of the information in light of your personal circumstances.