The 3 personal finance people you need in your team
Having the right support, guidance and advice is vital to you reaching your financial goals – whether it’s buying multiple properties, setting up your kids’ future, or planning for your own (financially free) retirement, you cannot do it all alone. And you don’t have to! There are some very specific reasons for needing financial advice at varying points in your finance journey.
Here are the top 3 people to have in your personal finance team
1. A financial planner to help you stay on track with your long-term goals
A financial planner can help you stay on track with your long-term financial goals. By mapping out a plan and setting realistic targets, a financial planner can ensure that you are making progress towards your goals. They can also offer valuable advice on how to best use your resources. In addition, financial planners can provide guidance on how to deal with unexpected financial challenges. By working with a financial planner, you can develop a clear and achievable financial plan that will help you reach your long-term goals.
2. An accountant to help you keep your books in order and file your taxes
An accountant can play an important role in helping you to keep your finances in order and file your taxes correctly. A good accountant will be able to provide you with accurate financial statements and advice on how to reduce your tax liability. They can also help you to set up a budget and track your spending. In addition, an accountant can help you to negotiate with creditors and understand complex financial regulations. As a result, hiring an accountant can be a wise decision for anyone who wants to get their finances in order.
3. A lawyer to help you with estate planning, wills, and trusts
When it comes to estate planning, it’s important to have someone on your side who knows the ins and outs of the law. That’s where a lawyer can help. A lawyer can help you with all aspects of estate planning, from drafting a will to setting up a trust. They can also advise you on how to minimise taxes and make sure your assets are protected. Estate planning can be a complex process, but with a lawyer on your side, you can rest assured that your affairs are in order.
Hiring a financial planner is a smart move if you want to stay on track with your long-term goals. An accountant can help you keep your books in order and file your taxes. You may also want to hire a lawyer to help you with estate planning, wills, and trusts. By working with these professionals, you can rest assured that your finances are in good hands.
I have an extensive network of the best professionals I work with and refer my clients to. It’s definitely about who you know after all!
Of course, I’m also going to add a bonus #4 to the list with a mortgage broker, because we can support you and work with the other 3 to help you realise your financial and property dreams.
Book a time with me below if you’d like to discuss your current or future financial situation and property purchasing.
