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Posted in Financial Planning
The Terms 'Financial Planner | Financial Adviser' Enshrined in Law
Posted by G. Dean McKinnon
on 29 May 2013
The terms 'Financial Planner' and 'Financial Adviser' are about to be enshrined in law.
Effectively, this means that it will be a legal offence to call yourself a Financial Planner or Financial Adviser, unless you are licenced, and therefore suitably qualified.
This is important for clients when seeking professional advice about their financial requirements, because they will now have the confidence of knowing they are actually dealing with a qualified and licenced ...
| Posted in:Financial Planning | 0 Comments |
Financial Planning in Action: Trip to Europe
Posted by Dean McKinnon
on 14 September 2012
Here's an example of how easy it can be to plan your future with a professional Financial Planner.
One of our client's recently contacted me to discuss if they could afford a trip to Europe in 2013.
As they were a Total Service Financial Planning Client, we had all of their updated information on file, including their current Expenditure Analysis and details of their Income.
I completed the projection this morning for them and determined that they could afford to pay fo...
| Posted in:Why Dean is a LegendTaxFinancial Planning | 0 Comments |
What Does a Financial Planner Do?
Posted by Dean McKinnon
on 6 September 2012
I quite often get asked 'what is it that you actually do, Dean?', apart from dinking a lot of coffee and going to 'seminars'. I think the following sums up what I do as a professional Financial Planner:
I find out all about you: where you are now, where you want to be, what you want and what you have.
Then I come up with the best way to help you get what you want, and get you where you want to be.
Then I co-ordinate everything and everyone to make it happen.
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| Posted in:Financial Planning | 0 Comments |
