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What is a Financial Planner?

Date: 10 January 2016

A Financial Planner is a person who gets you to think about what you want to achieve out life by developing a plan to make your goals a reality. Generally we all go through life living day to day, week to week without thinking what would we like to achieve in 5 – 10 years time or even how we will live in retirement. Your goals are the vital cog in developing a financial plan and they will vary for every individual or couple’s situation:

  • You may want to protect your family’s financial well being
  • Travel overseas in retirement or Travel around Australia in your very own motor home
  • Fund your children’s University costs
  • Pay a deposit on your first home
  • Pay off debt
  • Live a comfortable lifestyle in retirement that is stress free
  • Or even build your very own investment empire

Whatever your goal is a Roberts and Morrow Financial Services (RMFS) Financial Planner is there to guide you along your financial path. What you think may not be a realistic to achieve may be in fact obtainable through a sound financial plan.

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