ALL FINANZ GROUP
1300 856 201
DISCLAIMER WARNING - GENERAL ADVICE ONLY
The information provided in this website is General Information only, so does NOT take into account your objectives, financial situation and needs. Before acting on any information contained in this website you should consider the appropriateness of the advice having regard to your objectives, financial situation and needs.
All Finanz Solutions (NQ) Pty Ltd Australian Credit Licence: 396311
Ausure (NQ) Pty Ltd atf Ausure (NQ) Unit Trust t/as All Finanz Group ACN 139 543 061 ABN 31 983 097 035 is a Corporate Authorised Representative of Ausure Pty Ltd ABN 94 096 971 854 | AFSL 238 433
All Finanz Group Pty Ltd is a Corporate Authorised Representative of GPS Wealth Ltd | AFSL 254 544 | ACL 254 544 | ABN 17 005 482 726 | www.gpswealth.com.au
What Is A Financial Planner?
A financial planner is a qualified investment professional who helps individuals and corporations meet their long-term financial objectives by analyzing the client's status and setting a program to achieve that client's goals. Financial planners specialize in tax planning, asset allocation, risk management, retirement and/or estate planning.
While it’s true that a financial planner might help people who are already wealthy to manage their money better, it may surprise you to know that a large proportion of the business of a financial planner involves teaching ordinary people how to use the money that they do have, to create a secure financial future, to build wealth and to ultimately be able to enjoy the lifestyle they deserve and desire.
You do not have to be wealthy to benefit from the services of a financial planner. In fact, there is a good chance that you will derive a greater benefit if you are not already rich, and you are more likely to become wealthy by using a financial planner rather than going it alone.
A good financial planner will get to know you personally, not just financially. They will discover your personal goals, desires and preferences, and they will do all the complicated, tedious financial calculations and planning to ensure that you can reach and maintain them.
Financial Planners Help You to Create Wealth