So you’re meeting with a planner. What can you expect to share and learn about your finances during your experience? Find out in our short video about what to expect.
Not sure whether you’ve reached that life stage where you need support and advice from a financial planner? Discover 5 good reasons you might have for seeking financial advice. And if you are ready to make that first appointment, find out how to make sure a planner is the right one for you.
Online source: Produced by The Financial Financial Planning Association of Australia and published on 23 May 2018. Original article.