A good financial planner asks the right questions to discover your financial ambitions. They listen closely to understand what is important to you.
Using this information, they draw on their expert knowledge to navigate the complexities of financial planning.
The result? A tailored financial plan that enhances your financial future.
Financial planners should be skilled in all areas of financial planning – from listening carefully and communicating effectively to retirement planning, superannuation and every other facet of your financial life.
This in-depth knowledge enables them to make a real difference to your current and future finances, placing you a step ahead.
Keeping focused on your goals can be difficult during times of uncertainty.
A good financial planner makes sure you stay on track, with informed, timely advice that takes in the bigger picture.
Educating you and others involved in your financial journey is important too. We communicate complex concepts in a clear and easy to understand way.
In short, we’re here when you need us.
A Realistic Perspective
Studies in behavioural psychology indicate that people tend to believe successful outcomes are more likely than they really are.
This optimism can often cloud decision-making, especially when it comes to finances. A financial advisor offers rational, unbiased advice. So you have the best chance of achieving realistic goals.
Financial planners report on your investments, lodge applications, conduct research, deal with compliance and handle other tasks relating to your finances.
Allowing an expert to take care of the fine details of your financial strategy enables you to get on with enjoying what you love.
Evolving With You
A financial planner reviews your situation to ensure your current goals align with your financial plan.
You receive pro-active communication, regular reports and up-to-date information. So when things do change, your strategy remains effective.
Talk to the IMA team about your financial future.