Having provided your information, the next step is to figure out some realistic financial goals you want to achieve.
Your goals will be dependent on where you’re at in your financial journey. If you’re just getting started, this might involve creating an investment strategy to make the most of your savings – or figuring out how to best save for a house while maintaining a comfortable lifestyle. For others, your focus might be on maximising the return from your long-standing investments or planning for retirement.
Your financial planner will be able to provide you with options catering to different risk levels. You can use these to inform your decision, then begin working towards a healthier financial future.
Once you’ve worked out an approach, they’ll then provide you with a financial plan that is known as a Statement of Advice (SOA).