Brisbane's Accounting & SMSF Specialists

Tag: financial planner

Do I need a financial planner?

Do I need a financial planner?

Investment
What a financial planner does - and when it is time to see one. Accountants are fast becoming trusted advisers for many clients, especially if they specialise in superannuation funds. As a result, all accountants must now be covered by an AFS licence to provide a range of services relating to SMSFs, in order to ensure that financial planning services are compliant with the highest industry ethical standards. However, even though consumers can expect more certainty and confidence from the new certification, it can still be difficult to decide when the right time to see a financial planner is. Essentially, financial planners can help you choose investment options that maximise your returns and achieve your retirement goals.  They will assess your risk profile, and determine what typ