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What is financial advice?

If you could achieve your financial goals by simply putting money away in the bank, you wouldn’t need a financial plan. Unfortunately, life is a little more complex – it’s hard to understand the intricacies of investment, taxation and ever-changing regulations, so you need professional help.

A professional financial planner will help you reach your goals; even if retirement may seem a lifetime away, the sooner you start planning the more likelihood you’ll have to achieve financial independence and peace of mind. They have the expertise and ethical standards to ensure your finances are in safe hands.

Many people end up forming a long-term relationship with their financial planner, similar to an athlete who works with a coach to improve their performance and reach their potential. The value of financial planning goes beyond dollars and cents – it can simplify your life and give you a sense of security and peace of mind about your current and future financial position.

Look for a financial planner in your area

FAAA members represent the highest professional and ethical standards in financial planning. Use our Find a Planner directory to find one near you.

How it works

It’s important to make sure you are comfortable that your financial planner has taken the time to understand your needs, goals and preferences before they make any recommendations. Find out more about the financial planning process and find a financial planner here.

Things to consider

Many financial planners offer a complimentary introductory meeting. The introductory meeting is your opportunity to make sure that you feel comfortable with the financial planner’s professional credentials, and that you get on well. Financial planning is a relationship business and not just a one-off meeting. Ask plenty of questions!

Identifying your goals

People often turn to a financial planner to help simplify their finances and set achievable financial goals, providing greater confidence to plan for their future.

The united voice for financial advice professionals