1. You need ‘a plan’ for your financial future but don’t know where to start. 

Getting the right financial advice can make a big difference in your life and for your future. The value a financial planner offers is in helping you clarify what you want to achieve and to set financial goals. 

Setting financial goals is really important as it provides you with targets to aim for. Once these are set, your financial advisor can create a plan for you so you can follow and track your finances. Working with a financial planner over the long-term helps to ensure you remain on track to achieving your goals. As life changes, your financial advisor can help you out along the way, ensuring your financial plan supports your situation. Simple tweaks here and there can make a big difference to your life when compounded over time.

  1. You don’t feel comfortable making financial decisions and you want a professional to take care of it. 

Some people hate managing their finances. And that’s totally fine. What is important is you understand this and have measures in place so an expert can manage these for you. 

Spending time with a financial planner means taking an in depth look at your finances. Some people find this a painstaking process, but it is extremely valuable and will likely be a big eye opener. This is fundamental to better understand your current financial position, makes plans for what you want it to look like in the future and how to get there.

  1. You think you are doing ok but know you’d benefit from the impartial opinion of a third-party professional. 

A financial planner will provide you with an objective opinion and give you a financial reality check. Getting this advice helps you get on track to living the life you want.  If paying a financial advisor saves you from one bad decision a year or highlights a lucrative  opportunity, they may very well increase your returns tenfold in relation to the fee.