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Gifts that Give

Give a gift voucher to see a financial planner

19 August 2019

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.

Looking to give a meaningful gift that will bring more long-term benefits than the latest gadget?

Did you know 4 in 5 young Australians would like to receive the gift of time with a financial planner? A financial plan created by a professional financial planner is the gift that will keep on giving well beyond the occasion.By giving the gift of a time with a financial planner to create a plan, your gift recipient will sleep well at night, knowing their finances are in order, debts are being managed, and they have a path forward to achieving their money and life goals.

 

Create a personalised gift voucher

 

Download the gift voucher template

 

Personalise it with your recipient’s name, amount of money and your name. Then email the gift voucher to your recipient, or print and give.

The voucher acts like an IOU. You’ll need to arrange payment or money transfer directly with your gift recipient.

 

Helping your gift recipient find a financial planner

 

Finding the right financial advice is easier than you think.
Members of the Financial Planning Association (FPA) are experienced financial planners who uphold high professional and ethical standards.

 

Try our new service:

Match My Planner

Simply answer a few questions about your money and life goals, your location and how many planners you’ve like to hear from. Then we’ll send your profile out to our CERTIFIED FINANCIAL PLANNER® professional members who will get in touch with you via the tool.

 

Or use our online directory:

Find a Planner to access a list of all FPA practitioner members.