If you currently reside in Perth, Australia and need to find someone that can give you good financial advice and insurance cover advice, you may not know where to go.
For reputable advice that will safeguard your future finances, and ensure you are covered should anything untoward occur, your best option is to look for a Perth financial planner.
The right type of financial planner in Perth, Australia — There are generally two types of financial planners in Perth. Those that only give you advice on financial and insurance matters, and those that also try to sell you products.
To get the most reputable advice, it is usually recommended you stay away from the latter, as they are often only going to sell you financial and insurance products from companies they represent.
What type of financial advice can a financial planner offer? — A good financial planner, like https://www.truelocal.com.au/business/life-insurance-perth/osborne-park, will do everything possible to secure your financial future.
They will look at your current financial situation, your debts, any savings or investments you have and any insurance policies you already carry. They will then look for holes in your situation, and recommend options to fill them. These may include wills and estate planning, tax planning, and superannuation advice. It will also include creating a budget and investment plan that will not only allow you to enjoy your life now, but to also help you create security for the future.
Insurance cover advice in Perth — The same financial planner should also offer you insurance cover advice. This should include life insurance, medical and trauma insurance, as well as insurance on your home and any other property you own. If you own a business, insurance options for that should also be covered.
With the right financial planner in Perth looking at every aspect of your finances and insurance, you should be able to create a future that offers you and your family complete peace of mind.