Canberra Financial Planners
Thank you for choosing to Find a Financial Planner.
We are 100% Australian owned and promote 5-star Canberra financial planners who are the best of breed in their industries.
We remove the guesswork out of dealing with your financial planner but doing feedback calls on their potential clients to ensure they are scoring top marks on customer service and speak your language. Each one of our planners has an extensive list of achievements, and tonnes of experience in investments, personal insurance, and superannuation. Each planner that is matched can potentially help you and Canberra families alike achieve financial independence
Financial Advisor Canberra
Why do you want to see a financial planner?
There are many reasons people seek the advice of a financial planner and it all comes back to the bigger picture of why. What do you want to be, do or become as a result of having more time and money? Our financial planners are worth their time and will be able to help you achieve this.
The questions then become how do you want to interact with your financial planner. Do you want a full-service proposition or just interact with your financial advisor occasionally. We can make sure your financial adviser offers services based on your needs.
We can connect you up with a financial adviser who can help you clarify your goals and start to plan to reach these goals factoring in your budget and expectation. All you need to do is fill in our two-minute form
What are your goals?
The statement can also be written what are your dreams. If a financial planner could give you the most ideal future what would this look like? What car would you be driving, where would you live, how many times a year would you go on holiday? How much income would you be earning.
It all comes back to your time line. One year is just twelve months. It’s already near December. Where did the rest of the year go? In just 60 months you’ll be 5 years older. In 5 years what will your life look like? Do you have kids? If you already have kids, will you have more kids. Do you own a business? Will your business be more or less successful?
If something happen to this life plan would you want a life “spare tire”. Even people employed by the government don’t have job security. Even if you feel your job is secure, can you guarantee there won’t be a financial burden if you couldn’t work if the unforeseen happen? How will the unforeseen affect your ability to achieve your goals. If all these questions concern you, just fill in our two minute form and we can lift the burden now.