Published by Brent Kelly, Kelly Wealth Services
Many Australians do not quite get what a financial planner does as there is great misunderstanding out there.
For example, many people think that financial planners can only help you if you’re wealthy, but in fact the benefit of seeing a financial planner is really for everybody.
Whether you are a teenager starting out or you are 65 with a little bit of money in superannuation and wanting to retire – seeing a financial planner can provide a great benefit for you.
Most people want to understand something tangible, like ‘what they will get’ if they see a planner – such as what services or what products, but the products are really just a small element.
When meeting a financial planner, getting an understanding of why they are doing what they are doing, I think is essential.
For instance, I am a financial planner and run a growing business. I have been doing this for 25 years and have looked after all types of clients in all types of financial situations. I have clients that are just starting out, clients in financial difficulty and quite wealthy clients that just want someone else to manage their affairs.
The real glow I get is when I see a client’s attitude towards money changes, their stress goes away and they no longer lie awake at night worried about their finances and when they can actually see that they can retire with a future that has clarity. Another great one is when a young family walk away knowing they have a direction with goals and they have financial security.
These are the reasons I do what I do, as I know that we reduce anxiety and we allow people to enjoy their life rather than stress about money.