What is a Financial Broker?

A Financial Broker provides advice to customers and companies to help them achieve their financial goals.

How do they do this?

Everyone’s personal situation is different. A Financial Broke will work with you to understand your current situation, your future goals, your attitude to risk and your personal preference by completing a fact find.

What happens after this fact find?

A Financial Broker will adapt a tailored financial plan that meets your specific situation they do this by researching the products available on the market and keeping abreast of current market conditions and trends.

What can a financial plan include?

A financial plan can include everything from planning your retirement, to protecting your income, to maximising future potential growth and investments, to planning your estate.

Do I really need a Financial Broker?

if you want to manage your finances alone, you will need significant time and expertise in order to do so. You will need to research, monitor, and adapt your financial plan both initially and on the an ongoing basis. a financial broker will do all this for you.