How can a financial planner help me?

Whether you're just starting out in your career, mid-way through, or you're already retired, having a well-structured financial plan could make all the difference when it comes to living the lifestyle you want.

Your financial planner can help you set realistic lifestyle and financial goals and provide you with advice on strategies to achieve these goals. This can include managing debt, budgeting, investments, superannuation, retirement planning, protecting against risks and planning your estate.

If you have a financial plan already, remember that it's wise to have it reviewed by your financial planner at least once a year. This should ensure your investment strategies remain appropriate to your current needs and that you are on track to meet your goals. Even slight adjustments can make a big difference to your retirement savings in the long term.

When it comes to selecting a financial planner, we invite you to consider one of our Commonwealth Financial Planners.

About Commonwealth Financial Planning

At Commonwealth Financial Planning, our aim is to provide affordable high quality advice backed by experts.

Commonwealth Financial Planners are professionals with a solid understanding of investment and financial planning. All our financial planners participate in regular training to keep up-to-date with legislation, industry changes, new investment strategies and products.

Commonwealth Financial Planning is a principal member of the Financial Planning Association of Australia.

What to expect from a Commonwealth Financial Planner

After gaining a clear understanding of the type of retirement lifestyle you want to achieve, your Commonwealth Financial Planner will recommend an appropriate strategy for your individual circumstances. In doing this they will consider a range of factors such as tax and social security issues when putting together the recommendations for you. All of this information is presented in writing, in clear and simple language.

The Financial Planning Process provides a step by step guide on what to expect when you meet with a  Commonwealth Financial Planner.

To make an obligation-free appointment with a Commonwealth Financial Planner, call 1800 241 996 or email us.

 

Commonwealth Financial Planners are representatives of Commonwealth Financial Planning Limited ABN 65 003 900 169 AFSL 231139. Commonwealth Financial Planning Limited is a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124