5 things your financial planner needs to do for you

Analysing a client’s financial position and cash flow is similar to a doctor conducting a full health check on their clients at the start of their relationship, or a personal trainer with their client when they come to the gym to change their state of health.

The adviser needs to assess the client's

·         current income and expenditure,
·        current financial position,  
·         investment behaviour characteristics,
·         attitude towards risk
·         aspirations and goals  – short, medium and long term

providing a realistic framework for advice…. what needs to change, where to focus and determine the coaching needs to be applied. 

All in all, this provides a more holistic approach to financial planning.

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