What outcomes should I expect from using a financial planner?

There are a number of key areas in which a financial planner can add value to your wealth management journey. The extent to which you engage with your financial planner in these areas will depend on where you are at in achieving your financial goals. A savvy financial planner, whether you’re an Australian expat or resident, should ensure that you have peace of mind knowing that you’re on track to achieving your financial goals and can clearly review this over time.

The one key area that no financial planner can guarantee – and that is to have continuous growth in the value of portfolio assets at all times. Your financial planner can not influence the performance outcomes of the investments made, however they will be able to ensure that the expected outcomes of your portfolio are aligned with your financial goals and objectives within the constraints of your risk profile and financial resources.

A good financial planner will ensure that you remain up to date with important regulatory changes, that your investments and finances are structured appropriately, and that you can ‘sleep easy’ at night knowing that you’re on track and that you’ve partnered with a trusted professional.