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HEWISON INSIGHTS

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What is the role of a Financial Adviser?

Simon Curtain
Director, Partner & Wealth Adviser
17 Oct 2024

A financial adviser can help you set financial goals, so you feel confident that your plans for the future are on track. If you are not on track to achieving your goals, an adviser can help you put the right strategies in place, or perhaps assist you in setting realistic goals.

Working with a financial adviser can put you in a far stronger position than if you tried to go it alone. A financial adviser has the knowledge and skills to help you achieve your financial goals and objectives.

What a financial adviser can help you with:

Retirement planning

Having a retirement plan in place is a sure-fire way to achieve your longer-term financial objectives. A financial adviser can guide and advise the best way to invest your superannuation and other assets to maximise your retirement nest egg.

Investing

Whether you want to purchase a new home or investments, a financial adviser can create an investment plan that will help you achieve your financial goals and objectives over time.

Budgeting

A financial adviser will look at your finances and identify ways in which you can manage your debt and save money.

Insurance

You and your family are your most important asset – and it is important that you protect loved ones in the event you suffer illness or injury.

A financial adviser can help create an insurance plan to protect you and your family. We have put together a helpful guide that details all you need to know about personal insurance and how our team can help, to view and download click HERE.

Estate planning

A financial adviser will work closely with your solicitor to get the best outcome for your family when you pass away. Estate planning can involve the preparation of Wills, Power of Attorney Nominations and holding assets on trust for young children.

Tax planning

A good financial planner will work closely with your accountant to devise tax effective strategies. These strategies could be used to reduce debt faster or to accumulate wealth over time.

As you can see, there are many ways a financial adviser can assist you and your family. There is naturally a lot more to explore based on your personal circumstances, goals and objectives. The best place to start is to initiate a confidential conversation with one of our trusted and experienced financial advisers. To register your interest for a complimentary discovery call contact us HERE.