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- Financial planning
- Financial planning administration
- Business and finance plan writing
- Personal finance planning
- … or anything else
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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.
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Recent Financial Planning tasks in Sydney
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.
How to become a financial planning
Sydney NSW, Australia
3rd May 2020
I need someone to give advice on how to become a financial planning after two years accounting assistant job.Thanks.
Personal accountant + financial planner
Sydney NSW, Australia
12th Oct 2019
We are looking for an personal accountant and financial planner to discuss our financial goals, provide a detailed cash flow review and create a wealth strategy/plan. Must have experience in property investing and small business finances.