Financial Planners Frequently Asked Questions
There are a lot of businesses out there who have not had experience working with a financial planner and this is fine! Managing your finances can appear quite straight-forward at first - until it isn't. Below are some of the questions our clients ask us, but if at any time you have your own questions, do not hesitate to give us a call on the number below.
What is a financial planner?
A financial planner or financial advisor is a professional who provides advice and guidance to clients on how to best manage their finances. Financial planners help clients identify their long-term financial goals, and then create a plan for achieving them. They can help with taxes, investments, retirement planning, estate planning and more.
What does a financial planner do?
A financial planner’s job is to help clients make informed decisions about their money. At Achieve Business Solutions, we assess their client’s current situation, provide advice and guidance on how best to manage and invest their money, and create a plan for achieving the client’s financial goals. We can also help you:
- Create a budget and managing cash flow
- Analyse risk tolerance and developing an investment strategy
- Select and managing investments
- Help with life insurance and other insurance needs
- Create a retirement plan
- Develop an estate plan
What financial planning services do you offer in Mornington?
Achieve Business Solutions offer a variety of financial services, including Retirement planning, Investment advice, Tax planning, Estate planning, Budgeting and debt management. We also help clients with insurance needs and other financial decisions such as buying a home or starting a business.
How much does a financial planner typically cost?
At Achieve Business Solutions, we typically charge our clients an hourly fee or a flat fee for the services provided. The amount of the fee will depend on the complexity and scope of the financial advice we are providing. It is also important to consider any additional fees, such as account maintenance fees or investment management fees that may be charged by our financial planners in Mornington.
