Hiring a Certified Financial Planner (CFP)?

 

What you think you’re paying for.

Someone who will put in place a pension, life insurance, investment or savings policy for you.

 

What you’re actually paying for.

Someone who will help you establish your goals, analyse your existing financial situation and develop a comprehensive financial plan which they will then implement on your behalf and review with you regularly.

 

Plus

 

• The best regarded financial advice designation worldwide.

 

• Access to sophisticated financial planning software.

 

• Hundreds of hours of education and training.

 

• Rigorous continuous professional development.

 

• Continual portfolio re-balancing.

 

• Six monthly and annual reviews.

 

• A long term personal collaborative relationship.

 

• Most of all – An approach to providing financial advice that focuses on long term financial planning not short term financial sales.