Find a professional financial planner in Sydney

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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