Who needs a financial planner?


According to research, between 60 and 80 per cent of Australians have never used a financial planner.*

Many people decide not to seek out financial advice because they either feel ashamed about their financial situation, they may have preconceived ideas about who will benefit from financial advice, they may feel as though they don’t have enough money to invest or they may feel that financial advice is only relevant for retirement planning.

The truth is, everyone can benefit from visiting a financial planner whether they're young or old, high or low income, single or married.

How can a financial planner help you?

A financial planner can help you get whatever it is you want out of life. It is a good idea to keep track of where you are and where you want to be, in saying this, a financial planner can help you:

  • Set and achieve your financial goals

  • Make the most of your money

  • Get any government assistance you're entitled to

  • Feel more in control of your finances and your life\

  • Avoid expensive mistakes

  • Protect yourself and your loved ones

What services do financial planners provide?

We provide a full range of financial planning services including:

  • Budgeting and Wealth creation

  • Debt reduction

  • Cash flow management

  • Insurance

  • Investment portfolio advice and construction

  • Superannuation

  • Retirement planning

  • Centrelink assistance

  • Aged care advice and planning

  • Share broking

  • Estate planning

Our mission is to help our clients prosper by providing them with a wide range of professional services and solutions to help them better manage their finances and meet their lifestyle goals, regardless of their current financial position or their stage of life.

To make an appointment to see where Bugden & Partners can take you, contact our office for an obligation free meeting. Call (02) 6583 6666 or Email financialplanners@bugden.com.au Article by Tenneayle Kinnear

*Australian Securities and Investment Commission, Report 224, Access to financial advice in Australia, December 2010

Bugden & Partners Financial Planning Pty Ltd is an Authorised Representative of Lonsdale Financial Group Ltd ABN 76 006 637 225 I AFSL 246934


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