A Financial Planner is a professional services provider who works with clients with the aim of helping them to achieve their financial goals within the time frame specified by the client – and optimising the utilisation of the resources accessible by the client.

A good Financial Planner will be appropriately qualified, experienced in a relevant range of advice services and able to demonstrate that he/ she has listened to their client, understood the needs and able to provide solutions to the needs, goals and aspirations of the individual client. They will back that service up with ongoing services that show they care about the clients’ financial well-being (and peace of mind).