Independent Financial Advisors

Connecting with an Independent Financial Advisor

Independent Financial Advisors (sometimes called Financial Planners) advise you on how to manage your money to meet your long term financial goals (like retiring on a yacht in the Caribbean, affording school fees for your kids or owning a hundred thousand pairs of shoes!). They will help you understand and choose from all the different financial products out there.

Financial advice is a highly competitive industry and not all Financial Advisors are as they seem. There are, unfortunately, unqualified people selling books or products while calling themselves Financial Advisors. Connecting with an Independent Financial Advisor through Connect Ted means you will be able to view their qualifications, experience, service range and client feedback, not just their sales pitch!

For your convenience we have included some of our most popular searches below:

Independent Financial Advisors Sydney

Independent Financial Advisors Melbourne

Independent Financial Advisors Brisbane

Independent Financial Advisors Perth

Independent Financial Advisors Adelaide

Of course, like any professional you trust with your money, you should always independently verify your Financial Advisor is registered and qualified before going ahead.

What a Good Financial Advisor Can Do For You

• A Financial Advisor will help you understand all your options
• They will help you manage your money and figure out how much you can afford to invest
• They will help you to set your financial goals (e.g. children’s education, retirement, fabulous jewellery, wealth creation etc)
• They will tell you which investment options will help you reach your goals (e.g. buying stocks, mutual funds, investments)
• They will guide you through all the really complicated decisions
• They’ll help you to establish, implement and stick to your financial plan
• They will help you to decide how much risk you are comfortable taking
• They can offer assistance in related areas like taxation, investments, insurance, budgeting, estate and retirement planning, debt and risk management.

Don’t forget Ted can also help you connect with other property and finance professionals. Read about our Mortgage Loan Brokers ,General Insurance Brokers and lists of real estate agents