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What does a Financial Planner actually do?!

Many think we’re busy selling products, and trading investments on a daily basis. But actually that couldn’t be further from the truth.


It’s difficult to describe the full suite of what we can do for you and your family, because every situation is different and requires a unique approach. Financial planning done well is as much an art as a science, and it is truly tailored to your situation and objectives. We’ve crafted the below Mindmap to showcase the scope of some of the types of work we do with our clients. When working with us, we may touch on all of these bubbles when building your financial plan, or perhaps just a few of them. The map is not exclusive either, there’s more still that we can do for you, but this highlights the most common areas where our clients tell us we really make a difference and add value.

Prospective clients will often approach us with one policy or investment in mind, and that’s great as a starting point, but it’s critical that we look at your whole financial situation holistically, together.

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