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What is financial planning?

Financial planning is a process which will enable you to meet your life goals through the proper management of your finances. It is not simply an exercise in accumulating wealth. It provides direction and meaning and allows you to understand how one financial decision impacts on another.

What is a Financial Planner?

A Financial Planner should be a trusted adviser with whom clients can talk about their goals and aspirations, and who will ultimately organise their finances with their best interests at heart. A good financial planner will listen to, encourage, advise and inspire their clients into taking action to achieve whatever is important to them.

Your planner should take a 'big picture'  view of your financial situation and make planning recommendations that are right for you. Your planner should look at all of your needs including budgeting and saving, taxes, investments, Estate and retirement planning.

They will coordinate the services of other financial professionals like accountants, solicitors and investment managers with your common goals in sight.

The client's role

The results you get from your financial planner are as much your responsibility as they are those of your planner. To achieve the best results, consider the following points: