Why should one hire a Financial Planner?

A financial planner is a professional who helps individuals and organizations create a comprehensive plan for managing their finances. A financial planner typically provides advice on topics such as retirement planning, investment management, tax planning, estate planning, and risk management.

To become a financial planner, one typically needs to earn a bachelor's degree in finance, accounting, economics, or a related field, and then obtain relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Chartered Financial Consultant (ChFC).

Financial planners may work for banks, investment firms, insurance companies, or they may be self-employed. They may charge clients a fee for their services, or they may earn a commission on the financial products they recommend.

If you are seeking financial planning advice, it's important to do your research and choose a reputable financial planner who has the appropriate education, experience, and credentials. Look for a planner who is willing to take the time to understand your financial goals and needs, and who will work with you to create a customized plan that fits your unique situation.

At Geelong Financial Planner we take pride in motivating our clients to take ownership of their financial future and to have a clear vision of how to live your lifestyle of choice.

Our approach is all about goals-based investing; they are your goals and by working with you, together we can assist you to achieve them over the short, medium and long term