Why do I need this?
It’s hard to know what you don’t know, and financial decisions can be really tough. You need to know about risks, returns, portfolio composition and asset classes, as well as understanding the relevant legislation and tax implications. Then there is the emotional aspect of your money, your lifestyle and your future – and your family’s future.
So talking to a financial adviser can help make sense of your situation and thus make informed decisions. Together, you and the planner can identify suitable goals and objectives, and then plan and implement strategies so that these goals can be achieved.