Anyone can offer you money advice – your parents, your friends or even your grandma – but only a trained expert can provide you with the most strategic financial planning tools to suit your situation.
Simply contacting a financial planning adviser is a non-obligatory meeting.
It is a chance for you to ask some questions about what the adviser can do for you and find out how they may be able to help you.
What can you expect?
An adviser wants to know as much as they can about you, your financial goals and most importantly what you want your money to do for you.
With this insight, an adviser can then begin to make suggestions about various strategies which could help you reach your monetary aims.
For example, if you want to build wealth they may suggest investing in property.
However, investing in a house may not be everyone's cup of tea, so an adviser will work with you to find out the best options to help you fulfil your goals and ambitions.
A financial planner can offer a knowledgeable insight into what has worked for other people in a similar circumstance to you in the past.
They can offer personalised advice to suit your needs and requirements and best of all they can offer a helping hand to ensure your money is working for you and doing everything that you need it to do.
The meeting will take about one hour and afterwards you can decide whether you wish to proceed with further financial advice.
From this point, a financial planner can start to discuss wealth building strategies with you.
Together, you and your adviser can put together a financial strategy that will help you achieve your goals.
ipac is one of Australia's largest financial advisory firms and has offices based across the country. A wholly-owned subsidiary of the AMP Group, ipac specialises in research and financial advice that helps clients lead happier, more fulfilling lives.