What’s your goal?
Setting your goals
We all have goals. It may be buying a home, an investment property or saving for your children’s education. You could be planning for your retirement or cherishing a seemingly far-off dream of financial freedom. Whatever it is, Investors Direct Financial Planning will help you meet those goals through better management of your finances.
A good financial planner uses the complete financial planning process to help you figure out how to meet your life goals.
- A financial planner helps you take a `big picture’ view of your financial situation and makes financial planning recommendations that are right for you; and
- A financial planner can look at all of your needs including budgeting and saving, taxes, investments, insurance and retirement planning.
Financial planners can be compared to a GP, as they work with other “specialists”, such as mortgage, tax and real estate professionals. However without the big picture outlined by a financial planner, property investors can find themselves being given conflicting and confusing advice from different specialist advisors who are all only interested in their own “speciality”.
This is like a patient trying to book himself in to see a specialist without first waiting for the proper recommendation from a GP. We all know that specialists get paid for their part of the overall effort regardless of whether or not the work that specialist does actually benefits the whole.