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"So helpful and very lovely person. Thank you for your help! "
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"Taimoor was so great, couldn’t be any more accommodating. We had a long drive to and from Ballarat to the Mornington pen..."
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"Extremely professional and helpful. Was readily contactable throughout the process. Definitely recommend and would use a..."
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"Anthony has been fantastic throughout the process. Friendly, very knowledgeable and efficient in his work. Would 100% re..."
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Recent Financial Advisor reviews
Taimoor was great at my tax consultation He really helped me out with my issue. Would recommend him.
Need financial advisor for tax
$5
A++++ recommend friendly and helpful
Looking for small business accountant and financial advisor
$5
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!
Personal Bookkeeper - Financial Advisor - Trusted!
$180
low
$5
median
$77
high
$172
Average reviews for Financial Advisor Services
based on 3 reviews
5
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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
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.
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.
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.
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!Â
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!
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.Â
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
Financial advisor /tax
$200
Heidelberg VIC, Australia
19th Feb 2024
Wanting financial advice to remove some debt and make better decisions. Also needing to do my tax for last few years.
Looking for small business accountant and financial advisor
$5
Port Melbourne VIC 3207, Australia
29th Jan 2024
I'm looking for someone to manage business tax return and also advise on business setup. - Due date: Flexible
A++++ recommend friendly and helpful
Need financial advisor for tax
$5
Greenvale VIC, Australia
11th Oct 2023
In search of financial advisor to help me with my taxes. Need an online session only. Flexible on budget. - Due date: Flexible
Taimoor was great at my tax consultation He really helped me out with my issue. Would recommend him.
Setting up SMSF Financial advisor
$5
Flemington VIC 3031, Australia
6th May 2023
I put $5 to let you to make an offer. So, please make an offer that sounds fair to you for this job I would like someone helps me with setting up SMSF and educate me more about pros and cons of SMSF - Due date: Flexible
Accountant/Financial Advisor
$100
Cranebrook NSW, Australia
1st Dec 2022
Give advice and help smooth out our fast growing company - Due date: Before Wednesday, 7 December 2022
Financial advisor
$50
Henley Brook WA 6055, Australia
28th Nov 2022
Discussing financial budgets and how to save for a home. - Due date: Needs to be done on Saturday, 3 December 2022
Auditing financial advisor
$500
McDowall QLD, Australia
29th Sep 2022
assist with annual audit for ASIC - Due date: Flexible
Tax and financial advisory
$150
Marrickville NSW 2204, Australia
3rd Aug 2022
Personal Tax return, advice on tax - Due date: Flexible
Financial Advisor
$200
Millers Point NSW, Australia
2nd Jul 2022
Need someone that can advise me on ascertaining assets with cash. - Due date: Needs to be done on Monday, 4 July 2022
Accountant / financial advisor
$65
Parafield Gardens SA 5107, Australia
30th Jun 2022
Looking for an experienced accountant to help me work out my superannuation and what changes I can make to ensure a better return. - Due date: Flexible
Financial advisor
$200
Wauchope NSW, Australia
27th Jun 2022
Financial advisor to tailor business plan - Due date: Needs to be done on Monday, 27 June 2022
Financial advisor for start up
$5
Sydney NSW, Australia
21st Jun 2022
Hello! We are a start up supplement company looking for a financial advisor to be the middle man between us (the founders) and our investors, as well as to aid us in navigating the financial/business side of a company. Ideally you will have investor contacts we can pitch to, experience in private equity investing and are able to work well in a team. Our supplement is a first on the market new formulation that we have created and in the future we aim to bring out more products, and expand internationally. We are currently creating our website, and so will be wanting to pitch to investors in a month. Please let us know your experience and your fees! - Due date: Flexible
Financial Advisor
$100
Broadford VIC, Australia
13th Jun 2022
looking for a financial advisor to get advice on our money situation and how to grow from here
Financial advisor
$100
Macksville NSW, Australia
30th May 2022
Looking for a financial advisor working in the Kempsey shire or the Nambucca Shire. - Due date: Flexible
Financial Advisor
$150
Baldivis WA 6171, Australia
10th Apr 2022
Hi, I am after a financial advisor to help me sort my finances out & advise me whats best for me! I look forward to hearing from you I reside in the Rockingham area I'm happy to travel 😊
Financial Advisor
$100
Malvern East VIC, Australia
13th Oct 2021
Hi my partner and I are looking for a financial advisor preferably in person if not over zoom will be great
Need financial advisor to set up new company
$150
Adelaide SA 5000, Australia
18th Aug 2021
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.
Financial advisor
$300
Wyndham Vale VIC, Australia
12th Feb 2021
My partner and I are wanting to meet with a financial advisor to help us gain a better understanding of our current finances. We are hoping to start a family this year and would like to ensure that we are making all the best decisions financially so we feel comfortable and not overwhelmed by money. We also want to have a house deposit saved to purchase our first home within the next 2-4 years. We are needing some guidance and advice with - creating an effective, realistic budget which priorities our necessities and minimises our unnecessary spending so we are able to save as much as we can over the next year - improving our credit ratings - choosing which bank would best suit our needs and selecting an savings account that will benefit us interest wise (savings for house deposit/larger investments) - taking all the right financial steps to be eligible for a home loan to make it as simple and stress free as possible when the time comes - managing any existing debts we have to have them paid off quicker to avoid any extra costs
Financial Advisor in relation to buying a business
$100
Canberra ACT, Australia
7th Sep 2020
I am interested in buying a business and would like independent financial advice.
Personal Bookkeeper - Financial Advisor - Trusted!
$180
Mooroolbark VIC, Australia
27th Jul 2020
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!