Why use a financial planner?

Life is busy. With so many competing demands, it can be hard to find the time to consider your dreams or focus on your goals for the future. What if you had the chance to clearly define them, though, and then put a plan in place to reach them? That’s where financial planning can help.

When it comes to something as important as your finances, it can be wise to speak to a professional. Commonwealth Financial Planners can help you identify your goals and take an objective look at your finances. They provide sensible, tailored strategies and professional, straightforward advice so that you can relax and focus on turning your dreams into reality.

• We listen. We want to understand your goals, immediate needs, financial situation and level of comfort with risk so that our advice is truly tailored and earns your full confidence.
• We explain. It’s your financial future we’re talking about. That’s why we explain, in everyday language, what’s involved in your financial plan and investment strategy, what it costs, and how it will help you achieve your goals.
• We’re committed. Financial planning is a long-term partnership. And if you choose to be a part of our Ongoing Service Program, we’ll stay in touch regularly so that we can review your progress together.
• We offer you a choice. Through the Commonwealth Bank and Colonial First State, Commonwealth Financial Planners offer you an extensive choice of quality investments managed by some of Australia’s and the world’s leading financial institutions.
• We have the experience. Commonwealth Financial Planning has been providing financial advice to Australians for more than two decades. We are one of Australia’s largest and best resourced financial planning businesses, with more than 700 advisers nationwide and over 100 specialist support staff. Our national presence means that wherever you are, you’ll be able to access quality financial advice.

If you think that financial planning may be right for you, you can get started today by using our online booking form to organise an initial, no-obligation consultation.

 

• Important information
  The information contained on this web page is of a factual nature only and is not intended to constitute financial product advice. It has been prepared by Commonwealth Financial Planning Limited without considering your individual objectives, financial situation or needs. You should consider its appropriateness in light of your circumstances and consider seeking professional advice relevant to your individual needs before making a decision based on this information. Commonwealth Financial Planners are Representatives or Authorised Representatives of Commonwealth Financial Planning Limited ABN 65 003 900 169, AFSL 231139, a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.