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"Sky did an excellent job in drafting the business plan. Highly recommend …"
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"Very efficient and pleasant to deal with. Happy to work with Adit again. "
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"Co operative and very helpful Mine resume are more professional now"
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Recent Financial Planning reviews
Mirna was very very patient with me and my lack of understanding and my million questions. Very thorough and professional, would (and am) continuing to use her service
Help with Xero, cashflow & profit/loss statement & financial planning
$250
Great job. Definitely we will work again with Sky
Create a business and financial plan
$800
You are a life saver. Great communication skills and excellent work.
Seeking someone to write business & financial plan
$150
He is very attentive and delivered a personalised service. I am sure that with his job a small business like ours can become something big.
Financial planner
$100
What's the average cost of a financial planner
$150 - $395
low
$150
median
$205
high
$395
Average reviews for Financial Planning Services
based on 4 reviews
5
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Why book a financial planner through Airtasker?
Choosing a financial planner is a crucial decision since this involves trusting someone with confidential information such as your financial status, life goals, and business plans. Luckily, Airtasker can help you find a reliable financial expert in minutes.
And that’s not the only benefit you get when you book a financial planner through our platform! Airtasker lets you indicate your location and budget. This means you can find a financial planner who can quickly go to your home or office, and you don’t need to pay a fortune just to get your finances in order. Taskers are independent financial planners, so it’ll be easier to schedule an appointment with them.
If you want a Tasker to handle your wealth planning, start by selecting the “Post a task” button and filling out the task post. Tap “Get quotes,” then wait for the offers to flood your screen. Take a minute to compare quotes and customer reviews, then tap to select the financial planner who best fits your needs.
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Top Financial Planning related questions
Before working with a financial planner, it’s a good idea to hold a short interview. An excellent financial expert should be able to answer these questions:
- What credentials do you hold?
- Do you have experience working with clients like me?
- How often should we meet?
- What is your investment philosophy, and how will you determine my asset allocation?
- Who is your custodian?
- How will these investments impact my taxes?
The 5 key components of an excellent financial plan include
- Goals
- Cash flow projections
- Risk assessment
- Investment strategy (e.g. buying that property you’ve been eyeing)
- Regular review
Your local financial planner will usually cover all five, but some may include items such as debt management, taxation planning, a retirement plan, insurance, and emergency funds. If you think these extra items will benefit your lifestyle and peace of mind, feel free to ask the Tasker about them.
While this can vary depending on the Tasker you’re working with, and they will typically ask the following questions:
- What are you doing right now in terms of finances?
- What are your pressing financial concerns?
- How do you make financial decisions (e.g. budget, spending, investing)
- Do you feel as if you’re reaching your goals?
- What kind of help do you think you need?
- What are your non-financial goals?
- How do you see your life 1 to 5 years from now?
A certified financial planner will usually have a degree related to business management, accountancy, or finances. Then, they may take on an apprenticeship, followed by qualification at the Chartered Insurance Institute, Chartered Institute for Securities & Investment, or The London Institute of Banking & Finance. After this, they will need to register as an approved person at the Financial Conduct Authority. Finally, they can start working with a corporation or as an independent financial advisor.
Ideally, once a year. But your personal or business needs may vary. For example, you may have just finished putting together your business plans and want to discuss the feasibility with your advisor. Or, you’re about to take a significant milestone (such as marriage or retirement), and you want to make the right decisions for your loved ones and your business. You can discuss the frequency of your appointments with the Tasker during your first meeting.
Technically, yes, you can. There are resources online that can help you set up a DIY financial plan. There are limitations to this, though. Unless you have the years of experience and wealth of knowledge that a certified financial planner has, you might not be able to create the right strategy or hit your goals. If you’d like to work with a budget-friendly financial planner, use our platform to find an expert near you.
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What do financial planning services include?
When you book a Tasker to handle your personal and corporate finances, you can expect them to ask about your current financial status, including your obligations and tax situation. They will also ask about your goals, including business ventures, retirement, inheritance planning, etc.
The exact inclusions can vary depending on your needs and situation, but you can generally expect the following services from a financial planner:
Financial health questionnaire
During your first appointment, the Tasker may ask a series of in-depth questions to help gauge your current situation. Their goal is to get a comprehensive picture of your assets, liabilities, income, expenses, and values regarding finances.
Thus, you’ll need to tell them about your investments, pensions, sources of income, risk tolerance, investment preferences, and more. For example, if you run a business, it’s a good idea to create your business analysis and reports beforehand.
Creating your financial plan
After the initial interview, the Tasker creates a financial plan. This document typically includes a summary of your financial situation and your goals for the next few years (or even the next decade). This is followed by analysing your risk tolerance, estate planning information, family situation, and retirement situation.
The financial planner will then present scenarios based on your expected net worth and future income once you retire. Any survivorship issues for your partner or heirs will also be explained in this section. Given these scenarios and analyses, the Tasker may typically give concrete steps for you to tackle so that you reach your goals and achieve the best-case scenario.
Finance tracking and follow-ups
When working with a financial planner, you can expect to have yearly - or even more frequent - meetings. They can help you with tax returns, tell you if it’s a good time to liquidate an asset or invest in a new venture and check if you have enough in savings.
A financial planner may also advise you on career moves to better reach your goals - they may look at your current employee benefits or insurance policies and recommend adjustments. They may also work with your CPA or tax attorney to help minimise your tax liability.
Are you thinking of setting up an e-commerce platform to bolster your finances? You can use Airtasker to find trusted e-commerce web developers near you.
Recent Financial Planning tasks
Financial planning without investment advice
$500
Tweed Heads NSW, Australia
30th Nov 2023
I have just retired and have a portfolio of real estate, shares and investments. As such, I don't need investment advice. I need someone who is familiar with the Australian superannuation system and can advise how to best capitalise on this. My son has a special-needs trust and my wife is still working part time. I have investments inside and outside of superannuation. - Due date: Flexible
Financial planner/Budget write up
$100
Craigieburn VIC, Australia
29th Oct 2023
Looking for someone to write up a budget to follow to save money and pay off debt - Due date: Flexible
Financial planner advisor
$150
Kellyville Ridge NSW, Australia
29th Aug 2023
In person financial support required Business and personal - Due date: Flexible
Looking for financial planner / adviser
$200
Camp Hill QLD 4152, Australia
11th Aug 2023
I am looking for financial planner . - Due date: Flexible
Financial Planner - Statement of Advice
$1,000
Brisbane QLD, Australia
25th Apr 2023
Would like the following:- 1. An 1hr consultation with a CFP to assist them in understanding financial position 2. Statement of advice in a format greater than by no less than the ASIC format Can be done via zoom You’ll need to be experienced and a CFP - Due date: Flexible
Financial Planner Wanted
$120
Rockdale NSW, Australia
17th Apr 2023
Hi I’m looking for a financial planner to help structure our finances I.e - Advice on super - Budgeting - Insurance policies - Tax etc - Investments This could potentially be an ongoing relationship . - Due date: Flexible
Financial planner
$500
Bossley Park NSW, Australia
3rd Nov 2022
Financial planning assistance - Due date: Flexible
Create a business and financial plan
$800
Double Bay NSW, Australia
24th Oct 2022
There is a lot of questions about the business. We need to get first a draft and then another professional will do the double check Its 30 pages of questions + 7 for the financial plan - Due date: Flexible
Great job. Definitely we will work again with Sky
Financial planner
$100
Brisbane QLD, Australia
15th Aug 2022
I need a financial plan for me and my husband. We use ANZ bank and we have different amount of money every month. But no structure in our spending. - Due date: Needs to be done on Monday, August 22, 2022
He is very attentive and delivered a personalised service. I am sure that with his job a small business like ours can become something big.
Help with Xero, cashflow & profit/loss statement & financial planning
$250
Ashmore QLD, Australia
3rd Jun 2022
New small business, would like somebody to show me how to do the bookkeeping properly, assist me in doing a cash flow/profit and loss, and show me how to prepare for tax… and finally create a detailed budget and financial plan - Due date: Before Monday, 6 June 2022
Mirna was very very patient with me and my lack of understanding and my million questions. Very thorough and professional, would (and am) continuing to use her service
Seeking someone to write business & financial plan
$150
Melton South VIC 3338, Australia
7th Feb 2022
Anyone interested in assisting me to write my business and financial plan for a clothing brand please?
You are a life saver. Great communication skills and excellent work.
Looking for a well reputed financial planner/ advi
$100
Mermaid Beach QLD, Australia
5th Dec 2021
Hi I’m looking for a financial planner that has vast experience to help me meet my future goals , budget , build a portfolio of real estate investments , crypto and other advise on wealth creation and set out a plan to achieve these . Thank you !!
Help with personal and business financial plans for loans
$100
Mount Barker SA, Australia
27th Oct 2021
i need to create solid plans with the help of someone, fine with computers just need the support and knowledge. I run a private company and it gets complicated - Due date: Flexible
Financial Planner
$200
Surry Hills NSW 2010, Australia
29th Jun 2021
Looking for a new savvy financial planner that will keep me in the loop with market movements and opportunities. Looking for someone that listens and gives great top notch financial advice.
Financial Planning administration
$840
Campbelltown NSW, Australia
11th Apr 2021
Implementation of Statement of Advice documents including: Insurance quotes and comparisons Processing of insurance and superannuation applications. Communication with Insurance and Superannuation providers. Preparation of customer review documents. Setting up the board room Calling and emailing customers to book and confirm meetings
Needing a business and financial plan writer
$350
East Fremantle WA 6158, Australia
23rd Mar 2021
I am starting my own business and I am needing someone to develop a business and financial plan that can be presented to a bank/financer for a lending application, the plans will also be used in other aspects but this is the Main need. The business is going to be a cafe based in fremantle, I will share more about it once I have you locked in.
I need financial planning
$30
Wadalba NSW 2259, Australia
1st Jan 2021
Organising managing money to save
Accountant/ financial planner
$50
Adelaide SA, Australia
29th Dec 2020
Setting up new company, need help with tax and payroll ect ect ongoing work
Financial Planner
$200
Doonside NSW, Australia
16th Dec 2020
just looking to set up foundational budgeting, investing structures for personal finances
Accountant/financial planner
$50
Airport West VIC, Australia
9th Jul 2020
Need someone to crunch some numbers for me -loan interest /yields/costs etc for a biz plan I have