"A financial planner is a professional who helps organisations and individuals achieve their financial goals. Financial planners focus on the bigger picture goals. They are typically involved in creating plans and overseeing them to ensure you achieve your objectives, whether these are investment, retirement, or other financial goals. Most financial planners will specialise in a specific area of expertise, such as estate planning, taxes, retirement planning, or investment planning."
"Financial analysis - assessing your financial health and supporting how you can improve this Goal setting - helping you decide short-term and long-term financial goals, like saving for retirement or buying your first home Insurance planning - helping you understand how much insurance you need Investment advice - ensuring your money goes further and is protected when invested Tax optimisation - helping you maximise tax deductions, manage investments wisely"
Financial planners help organisations and individuals achieve financial goals by focusing on bigger-picture objectives and creating and overseeing plans for investments, retirement, taxes, estate, and insurance. Most financial planners specialise in areas such as estate planning, taxes, retirement planning, or investment planning and provide deep knowledge to create tailored strategies. Typical roles include assessing financial health, setting short- and long-term goals, advising on insurance needs, offering investment guidance, and optimising tax outcomes. Financial planners' responsibilities and services vary by specialisation, and clients can expect customised planning to help meet specific financial objectives.
Read at Business Matters
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