Financial planners in Toowoomba

What is a financial planner?

It is the job of a financial planner to provide advice regarding personal financing, investments and money in general. Unlike stockbrokers and other professionals, no financial planner receives any form of commission for his advice. Instead, he has paid a monthly fee like that earned by a lawyer or accountant.

Financial planning is not just about investing. If a person wants to make a lot of money in a short time, he is probably not looking for a financial planner. A financial planner’s goal is more long-term, to provide realistic advice to keep a family safe well past retirement age.

 A financial planner can perform several different roles depending on his licenses and certifications. For example, if a financial planner wants to sell stocks or insurances, he must go through all the right legal channels to do so.

There are those who want advice from a financial planner but are worried that they will relinquish control of their finances to another person. This can not be further from the truth. It is a financial planner’s job to guide, not to take over. While it may be in the person’s best interest to follow the advice of a financial planner, he or she is not obligated to do so. 

A good financial planner will work with the other professional advisors in your life to become part of a team. If you regularly seek the advice of lawyers and accountants, your financial planner will also work with these professionals to keep your best interests at heart.

How to choose the best Financial planner?

If you are interested in choosing a financial planner, it would be a good idea to first identify your long-term goals and priorities. Begin your search by asking friends, co-workers and relatives for recommendations. 

Once you have a list of potential financial planners, check their references. Look for an experienced professional who is certified. 

Financial planners in Toowoomba

If you are looking for a financial planner in Toowoomba, here is the right one:

Horizon accounting

They can help with Financial planning. Also can offer outstanding services to start a business, Grow & manage a business even exit a business.

Specialised in Business financial services, accounting, Managing your valuable investments.


Check their updates:

Address: 21 Russell St, Toowoomba City QLD 4350

Phone: (07) 4659 4666