Services I Provide as a Professional Financial Planner to You
Verante Financial Planning
Financial Planner, Smsf, Investment Strategy
I realised that many people do not know what I actually do as a Professional Financial Planner. No not just a Financial Planner but a professional who lives and breathes his work and is building a business around the clients he takes care of and not around the amount of funds under management.
When I sat down and thought about it I split my role in to 5 parts:
The financial plan designer who deals with the big picture of your goals and dreams and strategies to achieve them from a financial perspective. As part of this we help get back control by ensuring you are more organised.
The investment strategist who chooses how to build wealth to fund those objectives. We bring that third party view to help you avoid emotionally driven investment.
The insurance adviser who makes sense of the options available and make an assessment of the needs of the family in terms of risk management and protecting the family’s financial future.
The tax consultant (often with an accountant) to minimise the leakage from those returns.
The relationship builder - someone who earns your trust, becomes your financial coach and guides you through your financial journey with confidence. We deal with many clients so understand the changes in lifestyle and monetary needs as you age.
Now to actually show how that is done and the actual services provided I have made some lists and while not exhaustive they encompass 99% of what I can do for my clients.
Read the lists here:
, Financial Planner
, Financial Strategies
, Investment Strategy
, Personalised Financial Services