Have you considered seeing a Financial Advisor but are not sure if it’s the right time or if you need one?
In this article, we aim to assist you in recognising three clear signs you need professional guidance from a financial advisor.
Whether you are at the stage of planning for retirement, managing surplus cash flow, or have accumulated substantial assets, our objective is to empower you with the knowledge required to assess if it is time to seek assistance from a financial expert.
You need a financial advisor if you’re…
1. Retirement planning
One key indicator you need a financial advisor is if you’re approaching retirement. When you’re nearing retirement, it’s important to pre-plan to ensure that your assets will sustain you throughout this phase.
Why do I need a financial advisor if I’m planning to leave the workforce? We can provide financial forecasts to help ensure a stable future and alleviate any concerns you may have in the period leading to your retirement.
If it appears that your current wealth creation strategies won’t leave you with enough assets for retirement, your advisor can make recommendations to help you achieve your goals.
2. Not sure how to invest surplus cash flow
Another indication that it may be time to consult a financial advisor is if you find yourself with excess cash flow and a desire to increase your wealth but lack clarity on how to do so.
A financial advisor can help you make informed choices regarding your surplus income, set you up for prosperity in the long run and even improve the quality of your retirement.
3. Interested in selling accumulated assets
If you have accumulated assets such as an investment property portfolio, a growing business, or a large inheritance and are seeking guidance on how to best utilise them for your retirement, it may be a sign that you are ready to consult with a financial advisor.
Selling off all your assets at once when retiring with a substantial investment property portfolio or business can be expensive. That’s where the expertise of a financial advisor can be invaluable.
If you’re in search of reliable guidance from an experienced financial advisor, don’t hesitate to contact Precision Wealth Management today. We’re here to provide the help and advice you need.
3 signs you’re ready to see a financial advisor
Did you resonate with any of these signs? You know what to do! Reach out to the professional financial advisors at Precision Wealth Management as soon as possible.
Whether you are in the process of planning for retirement, handling excess cash flow, or have accumulated significant assets Precision Wealth Management is here to help.
Call Precision Wealth Management today – there’s no better time than now to take control of your finances.
DISCLAIMER – The information provided in this blog is general and does not consider your individual financial needs or objectives. It does not constitute personal advice. We recommend seeking out professional and independent financial, legal and tax advice which has been designed for your individual situation before acting on any information contained below.
Precision Wealth Management is a local, privately-owned financial planning firm based on Brisbane’s northside.
Our certified advisors work with each individual client to determine the best wealth creation strategy based on their unique situation.
We strive to stay at the forefront of the industry, and our investment approach is based on decades of research.
Financial Planner Brisbane
Our services include Superannuation Advice And Planning, personal Insurance Advice, Budgeting And Cashflow Management, Investment Strategy And Advice, Aged Care Financial Advice, Retirement Planning Advice, and Debt Reduction Financial Planning.
At Precision Wealth Management, we offer flat fee pricing which is determined on the complexity of the work – not the value of your investments.