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How a financial planner helps you.

The following list are the issues a financial planner manages on your behalf to help you attain your long term financial goals. Issues that generate more when a planner's experience and knowledge adds to your own.

The things a Professional Financial Adviser Does for You:


  • Cares greatly about your finances and long term financial plans
  • Guides you to think about areas of your financial life you may not have considered
  • Formalises your goals and puts them in writing
  • Helps you prioritise your financial opportunities
  • Helps you determine realistic goals
  • Studies possible alternatives that could meet your goals
  • Prepares a financial plan and/or an investment policy statement for you
  • Suggests creative alternatives that you may not have considered
  • Reviews and recommends life insurance policies to protect your family.
  • Assists you in setting up a retirement plan
  • Assists in preparing an estate plan for you
  • Reviews your children’s custodial accounts
  • Helps you determine your Superannuation Pension Required Minimum Distribution.
  • Provides reminders about key financial planning data
  • Checks with you before the end of the year to identify any last minute financial planning needs
  • Guides you on ways to fund health care in retirement


  • Prepares an asset allocation for you so you can achieve the best rate of return for a given level of risk tolerance
  • Stays up to date on changes in the investment world
  • Monitors your investments
  • Reviews your investments in your Superannuation or Pension plans
  • Helps convert your investments to lifetime income
  • Refers you to banking establishments for loan and trust alternatives
  • Suggests alternatives to increase your income during retirement
  • Records and researches your cost basis on securities
  • Provides you with unbiased investment research
  • Provides you with personal investment analysis
  • Determines the risk level of your existing portfolio
  • Help you consolidate and simplify your investments.
  • Provide you with technical, fundamental, and quantitative investment analysis
  • Provides introductions to money managers
  • Shows you how to access your statements and other information online


  • Suggests alternatives to lower your taxes during retirement
  • Reviews your tax returns with an eye to possible savings in the future
  • Stays up to date on tax law changes
  • Helps you reduce your taxes
  • Repositions investments to take full advantage of tax law provisions
  • Works with your tax and legal advisors to help you meet your financial goals


  • Monitors changes in your life and family situation
  • Proactively keeps in touch with you
  • Serves as a human glossary of financial terms such as yield, franking credits, P/E ratio, fixed interest, etc.
  • Provides referrals to other professionals, such as accountants and attorneys
  • Shares the experience of dozens or hundreds of his/her clients who have faced circumstances similar to yours
  • Helps with the continuity of your family’s financial plan through generations
  • Facilitates the transfer of investments from individual names to trust, or from an owner through to beneficiaries
  • Keeps you on track
  • Identifies your savings shortfalls
  • Develops and monitors a strategy for debt reduction
  • Is a wise sounding board for ideas you are considering.
  • Is honest with you.


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