What is a Financial Planner?

A financial planner helps you develop strategies to successfully manage your financial affairs, to enable you to build wealth, enjoy life and achieve financial security – it is never too early to start. The role of a qualified professional financial planner is to look at all aspects of your lifestyle and goals and plan a comprehensive financial strategy suitable for you. Good timely advice from an experienced, well informed financial planner can help you save money, manage debt, grow assets, protect against risk, plan for retirement, reduce tax liabilities and assist with estate planning.

These are just a few of the services provided by a financial planner. A qualified financial planner differs from any other individual that may offer financial advice, because they are trained and licenced to provide financial advice and they take into account a lot more information about your personal financial objectives and your risk tolerance, hence providing advice tailored just for you.

A financial planner also provides you with the comfort and security of knowing your financial affairs will be treated with total confidentiality.

Lonsdale financial planners are required to undertake ongoing professional development and training and are able to provide their clients with a full range of financial planning services. These include, developing wealth strategies such as investments (through direct shares and managed funds), retirement planning, superannuation, taxation, insurance, estate planning, mortgage and lending services. At SCC we also specialise in Self- Managed Superannuation Funds.

Our services are tailored to your needs:

Planning for the future
Protecting a young family
Setting up for retirement
Enjoying your retirement
Estate planning
Insurance

Here's how to get in touch with us.