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Budgeting & saving

What to expect from a financial planner (Video)

23 May 2018

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.

So you’re meeting with a planner. What can you expect to share and learn about your finances during your experience? Find out in our short video about what to expect.

Not sure whether you’ve reached that life stage where you need support and advice from a financial planner? Discover 5 good reasons you might have for seeking financial advice. And if you are ready to make that first appointment, find out how to make sure a planner is the right one for you and find the right financial planner for you using Match My Planner.

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