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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
What should I ask a financial planner?
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?
What are the 5 components of a financial plan?
The 5 key components of an excellent financial plan include
- 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.
What questions will my financial advisor ask me?
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?
What are the qualifications of a financial planner?
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.
How often should I meet with my 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.
Can I do a financial plan by myself?
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.
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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