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Things you didn’t know a Financial Planner could do for you

10 Jul2020

When you think about professional financial planning advice and when you might need it, the first things that might come to mind are planning for retirement and managing your superannuation. Whilst yes, you’re right, these are two large areas Financial Planners provide advice and strategies on, there are many other financial goals they can help you achieve or unexpected life moments they can help you through and prepare you for.

Saving for a home

Owning your own home is a dream for many Australians but can sometimes feel unattainable. A Financial Planner can be there to put plans and strategies in place to save for a home and ultimately help make that dream a reality.

Being debt free

If you’re facing debt, consider seeking a Financial Planner to build a strategy and design a budget to pay off your debt faster and keep you on top of your money so you can continue working towards your financial goals.

Being prepared for the unexpected

If there’s anything we’ve learnt over the course of the last few months, it’s that life can change in the blink of an eye. A Financial Planner can help you develop a personal insurance strategy to protect you and/or your family should an unexpected event occur. These include income protection, life insurance, trauma insurance or disability insurance.

Losing your job

Financial Planners can help you manage your finances should you experience redundancy or lose your job. This includes managing your redundancy payment and any government entitlements as well as re-configuring your budget to adjust to your change in income.

Building an investment portfolio

If you’ve hit a stage in your life where you’re ready to build on your wealth and start investing your money, a Financial Planner can propose investment options based on your current financial situation and future goals, working with you to find an investment type best suited to you.

Having financial security

Financial security means at each stage in life, from your first home to retirement, you have enough money to not only pay your expenses but also to cover any emergencies, as well as your future financial goals. A Financial Planner can recommend personalised strategies based on your financial situation to help you work towards financial security at each life stage.

No matter what life stage you are in, a Financial Planner can help you put a plan in place to achieve your lifestyle and financial goals.


The information in this article is not intended to constitute financial advice.  For full details of the Financial Planning services we offer please refer to our Financial Planning Financial Services Guide (FSG), available from us. Before acquiring a product, you should consider whether it is appropriate for you.


Make an appointment with one of our expert Financial Planners by submitting an online enquiry or by calling us on our dedicated Financial Planning hotline.

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