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Financial Planning

What is financial planning? (Video)

31 August 2017

Money & Life team

Money & Life contributors draw on their diverse range of experience to present you with insights and guidance that will help you manage your financial wellbeing, achieve your lifestyle goals and plan for your financial future.

Are you a money optimist, or a money pessimist? The way we perceive our finances strongly influences how we spend our money, and make plans for the future. Whichever way you see the world, financial planning can help you reach your goals.

Financial planning is not just about making a plan for your finances. When you work with a CERTIFIED FINANCIAL PLANNER® professional, they will help you:

  • Understand your financial situation
  • Set goals to help you achieve your dreams
  • Give you guidance on areas such as your family’s future, insurance, estate planning and retirement
  • Put a plan together that’s tailored to you

Looking for a CFP professional? Use new free service, Match My Planner to find several planners in your local area that you can chat to in a safe, no-obligation environment.