Why use a financial planner?

In an ever-changing, often confusing world, you need the best financial advice possible in a timely and accessible way.

Sometimes when choosing investments, avoiding unnecessary mistakes and achieving a reasonable overall return on an investment is more important than finding the best investment return.

Financial planning is an ongoing process that evolves as your needs change, so flexibility and constant reviewing of your financial plan by an objective professional can help to keep you on track with your goals. A financial planner’s job is not to sell you financial products, but to understand your specific needs and come up with the best financial strategy for you, which could significantly improve your financial future.

Julie Berry is an Authorised Representative (number 263902) of Clearview Financial Advice P/L (AFSL 331367).

CFP Certification – global excellence in financial planning

Learn more about how CFP certification sets the global standard for financial planning. For more information, visit www.fpsb.org.