50 Financial advisors near you

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Best rated financial advisors near me

Maple I

Maple I

Kew VIC

(38)

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"Super helpful ☺️"

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Steve B

Steve B

South Perth WA

(20)

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"I would happily recommend Steve. Steve has completed a 5 star business plan . communicated and listen till completion of the task. "

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Andrew L

Andrew L

St James NSW

(110)

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"Andrew was fantastic to work with! He communicated very promptly, understood the project well and asked great questions and turned around the graphs m..."

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  • Get it done now. Pay later.
  • Repay in 4 fortnightly instalments
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  • Available on payments up to $1,500

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Why book a financial advisor through Airtasker?

Finding a financial advisor on Airtasker may bring some clarity to your financial life. The world of money, taxes, interest, and retirement can be tricky to navigate on your own. Some even say it can save you 20% in the long run. That makes a lot of sense, considering that you are less likely to make expensive mistakes when you have an expert giving you advice and explaining the concepts to you!

Skip wrong investments and avoid being a victim of money scams. Airtasker makes searching for a financial advisor simpler and less complicated with our platform. Simply select that pink ’Post a task’ button, and write down what you need! Maybe you’re looking for a financial consultant for your retirement plan or a specialist to process your inheritance.

Once you receive offers, you can go through each Taskers’ profile which comes with reviews and ratings from clients that they’ve worked with before. Choose the financial adviser near you that best fits your needs, and start from there!

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Top Financial Advisor related questions

Can I hire a financial advisor for my company?

Definitely! If you run a financial consultancy and need a few more hands-on deck right away, Airtasker can connect you to the best financial advisors nearby. Many licensed Taskers can lend you a helping hand during tax filing season, where there’s typically an influx of inquiries and clients in need of assistance.

What are the benefits of hiring an independent financial advisor?

Hiring an independent financial advisor gives you unbiased guidance on your money, taxes, and investments. While numerous banks and institutions offer free financial advice, it might make you feel uncomfortable considering that the company employs them. An independent Tasker will earn from your payments and not from commissions from sales or at a fixed salary from another company.

How do I know if I found the right financial advisor?

Aside from the hard skills such as mandatory licences and a good track record, you will also have to consider the soft skills of a Tasker. Are they easy to communicate with? Do they make you feel comfortable? Do they explain numbers and spreadsheets in a way that’s understandable for you? Ultimately, you will know best who’s the right Tasker to work with.

Do financial advisors require retainer fees?

The preferred payment structure for financial advisors varies per area. Some earn by receiving a 1% commission on your investments or more, while some opt to charge a flat rate for a consultation and a recurring retainer fee to oversee your finances. If you’re not ready for a big commitment, let Taskers know that you only need a one-time consultation! 

When should I start working with a financial advisor?

Working with a financial advisor isn’t just reserved for the millionaires and billionaires. As soon as you start earning or having your own money, a financial advisor can help you already. It can be something as simple as budgeting your income to structuring your payments for student loans. Hiring one might save you from big debts and losses in the long run!

Can I just work on my finances by myself?

A lot of people can get by with their finances without hiring an advisor. However, this requires lots of hours studying saving and investing concepts. It means you have to be as disciplined as possible to ensure that you don’t have any bad debt or none of your expenses are money drains. If you need a little help, there’s no shame in that! Taskers are here to help.

What do financial advisor services include?

Money, savings, wealth, and debt used to be taboo topics. This is why many people feel lost once they need to pay loans or make retirement plans. While financial literacy is slowly becoming more encouraged, it’s still not the norm for most communities. It’s a good thing that there are local financial advisors almost everywhere who can help others manage their income and expenses. 

Whether you are looking for one-time independent financial advice for your investments or you need a tax genius to help you work on your business setup, Airtasker can connect you with professionals specialising in your needs. Here are some instances when a financial advisor can help you:

Debt payment

Debt often gets a bad rap because we only hear about it when mortgaged properties are foreclosed, or our favourite brand declares bankruptcy. The most common type of debt is student loans. Infamous for huge interest rates, these are better discussed with a professional or avoided if possible. However, credit is such a normal part of handling finances. Taking out loans allows you or your company to remain liquid or have a steady cash flow even when you need to make big expenses. Aside from planning payment structures, Taskers can even help you craft reports for the board or investors.

Budgeting

We know how pie charts and bar graphs in financial presentations can be intimidating. Don’t fret. Budgeting simply means having an allotted amount for your necessary expenses, savings, and investments. Some people also include tithing for church or any amount dedicated for charity. If you’re feeling a little confused with how much you can divide your income for all your bills and expenses, schedule a consultation with a financial adviser. You can even look for Taskers who share or are familiar with your situation, such as if you’re an immigrant, a single parent, or any other specific aspect of your life that affects your finances.

Insurance and emergency fund planning

Taking a risk without covering the bases may result in drastic losses. Besides educating yourself about confusing concepts, working with a financial advisor to get the right insurance plans for your situation and set up an emergency fund is a must. These wealth protection strategies give you peace of mind that you will have a safety cushion if the market crashes or your business doesn’t reach its ROI as planned.

Wealth generation and investments

Wealth generation is making your money work for you. This is where a financial advisor can help you. Your hired Tasker can analyse how much of your investments should be in funds, deposits, real estate, and stocks. These categories may even be further broken down into more options for you. We highly recommend consulting with independent financial advisors near you to understand how you can make the most of your financial decisions. After all, they’d be most familiar with local laws and relevant market values.

The content provided has been prepared for informational purposes only. Please make sure to discuss your situation with a licenced financial advisor before making any transactions.

Recent Financial Advisor tasks

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Hi. I'm looking to start up a dance school and run social dancing events. I require assistance from an experienced financial advisor to help set up the company from scratch, e.g.: - Obtaining Australian company number and Registering Business Name - Trademarking Business Name - ABN - Company's own TFN - PAYG (I will be the director but I'll have at least one employee starting next year) - Advice re superannuation entitlements for employees - Local council permits required for a dance school and running of public social events - Protection for Intellectual Property - Insurance & professional indemnity - Advice re Fuel tax credits - Record keeping and information management - Setting up corporate governance - Securing a domain I would like to sit down and do this in person if possible as I would like to be part of the learning experience.

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I am looking for a bookkeeper / financial advisor to help me with everything thing from my personal returns, advice with my business including tax implications, advice with my investments and a debt reduction strategy. I need someone trusted, can help on an ongoing basis, who is hands-on but can also see the bigger picture. This would suit an individual is preferred, not a firm.

Maple has been absolutely brilliant, she help organise our messy records and receipts into two returns. She also provided me with great advice and now will be our accountant for many years to come!

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Brisbane QLD, Australia

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Prahran, Victoria, Australia

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Penrith NSW, Australia

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Admin or legal work for a financial advisory firm

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Port Melbourne VIC, Australia

15th Aug 2019

We are looking for someone to come into our Port Melbourne office that has experience with administration of a small business. We prefer someone who has dealt with creditors, debtors and accountants. The work is for one day but has the possibility of future work. Someone who has been involved with administration of a family business would be ideal. The tasks include but are not limited to: diary management, general office management, data entry, emailing clients, etc.

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