Making the right decisions about your retirement and financial situation has never been more important. When it comes to understanding the intricacies of retirement planning and ever-changing rules and regulations, you might need help from a professional.
A financial planner will help you set your goals and devise a plan to give you peace of mind about your future.
The first step is to find a financial planner who is a member of the Financial Planning Association (FPA). Members of the FPA must meet stricter criteria and higher standards than required by law.
CERTIFIED FINANCIAL PLANNER® professionals have gone one step further – they are members of the FPA and are internationally recognised as achieving the highest education and ethical standards in the profession.
So when it comes to seeking advice, the one thing that you should ask your financial planner is whether they’re certified.
CFP® professionals can be found throughout Australia, so you can rest assured that there’s one near you.
If you’re looking financial advice, find your nearest CERTIFIED FINANCIAL PLANNER® professional here