Why should you consider using a financial planner?

Financial planning can be extremely complex, particularly when superannuation and tax issues arise. The legislation in this area is constantly changing and your planner is legally required to keep abreast of these changes.

There are numerous reasons why someone may choose to use a financial planner. Even if your situation is not that complex, very few people take the time to identify their goals, then develop an appropriate strategy to achieve those goals. At Catapult Wealth we have a saying ‘ if you don’t know where you are going, you don’t know where you are going to end up!’.  Setting goals and developing a strategy to get there is crucial.

There are certainly many people who are very capable of managing their own financial affairs. However, some do not have either the inclination or the time to do so. For someone in a senior position, they are often time poor and value their leisure time. Financial planners introduce a level of accountability to work on your personal goals and finances. Many accountants talk about ‘working on the business, not in the business’ – the same applies to your personal finance.  Take the time to concentrate on this area of your life.  

For those who enjoy managing their own money, guidance from a planner is likely to be extremely valuable in checking your strategies and direction. They should also be able to ensure you are working from the most up to date rules and regulations.

Contact us  if you are interested to learn how financial planning services can benefit you.

Tony discusses the Catapult Wealth investment philosophy

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