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FAQs / Compliance

People typically seek the guidance of a financial advisor when they experience a significant life event that prompts them to explore their options and gain insight into their financial position. Establishing a strategy for the future is also a common motivation. Once you find a trusted financial planner, you can have regular meetings to talk about your evolving needs. Some common reasons to meet with a financial planner can include starting a new job, getting married, expanding your family, saving for education, buying a home, thinking about retirement etc.

The main goal of a financial planner is to develop a customised financial strategy that aligns with your goals, taking into account your unique requirements. They have a structured process to make sure everything is clear and organised. First, they'll gather info about your current finances. Then, they'll figure out what might be holding you back. Next, they'll create an achievable plan to help you reach your financial goals. They'll keep reviewing and updating the plan as things change. Regular reviews and revisions will follow to enable the plan to adapt to any new developments. A financial planner is there to protect your family, your lifestyle, and help you to reach financial freedom!

Financial planners offer all kinds of services to fit different needs, situations, and budgets. At Waters Edge Financial Services, we do everything from managing wealth and giving advice about superannuation to helping with cash flow, protecting your income, planning your estate, squashing debt and more. We also provide resources to help you learn about money, offer advice about insurance, and give you general support. If you want expert advice on making the most of your money and investments, a financial planner can help you out and set you up for long-term success. They’ll do everything they can in order to help you live the best life that you can live.

To make the most of your first meeting, it's good to have a clear picture of your financial situation. Make a list of your assets, like your home, savings, superannuation accounts, cars, shares, and any other investments. You can also write down any debts you have, such as mortgages, loans, and credit cards. Bring an estimate of your monthly income and expenses too. Don't forget to have your insurance info handy and check if your will is up to date. It can also help to bring documents like payslips, bank statements, and super statements to give a complete picture of your finances.

The length of a financial planning meeting can vary depending on how complex your financial situation is, and which financial services you require. A meeting will generally last between an hour to an hour and a half, but it's important to allow enough time for your financial advisor to gather necessary information and provide thoughtful recommendations. Ongoing meetings could also be necessary to review progress and make adjustments to your plan along the way too.

Ready to become more financially free?