Welcome to the Asset Financial Planners Directory

Welcome to the Asset Financial Planners Directory, the tool designed to help you find a financial planner.

Since October 2000, Asset magazine has been covering all the topics relevant to a dynamic and evolving financial planning industry in Australia.

As a result of this coverage, we have contacts and links right across the financial planning industry extending from the large dealer groups who employ and licence vast numbers of financial planners, to the individual financial planner running small profitable businesses.

We bring these contacts to you in an easy to use search tool that allows you to find a financial planner to match your criteria.

Whether you are following up a referral from a friend or have no idea where to start, the Asset Financial Planners Directory help you take the first step to finding a planner.

The benefits of working with a financial planner to help you meet your financial needs and goals should not be underestimated.

Not only can a planner tailor a financial plan to suit your wealth and lifestyle needs, they can also provide guidance on issues ranging from tax, estate planning and superannuation.

To do this a financial planner will require you to supply personal and financial information, and as a result, it is important that you feel comfortable with your financial planner. Your planner will use this information will be used to design a strategy that can help you achieve your financial goals and therefore is a vital step in the financial planning process.

So you might find you need to go and visit several financial planners to find one you are comfortable with. Collect their brochures and ask questions. It is important that you are familiar with what a financial planner has to offer, what it will cost you and what sort of ongoing commitments both financially and emotionally it will require.

To help you in the whole process, we have attached a few relevant stories on how to find a financial planner. We have also included a brochure called ‘Don’t Kiss your money goodbye’ a publication put out by the regulator of the financial planning industry, the Australian Securities and Investments Commission.

Finally, we look forward to hearing your feedback on your experiences of finding a financial planner.

All the best,
Leng Yeow
Editor
Asset
LYeow@afr.com.au

Links to help find a planner

Your good advice guide - by Bruce Madden
What to pay your planner - by Bruce Madden
Meeting your match - by Fiona Moore