The Top 4 Reasons Why You Need A Financial Advisor

By Simon Cooper
April 2, 2019

Getting the right advice today could change your life, now and in the future – and a financial plan starts with a simple conversation. Many individuals and business owners make the mistake of not getting a financial advisor and that is to their long-term disadvantage.

Here are the top 4 reasons why you need a financial advisor, regardless if you are an individual or a business owner:

1. Accountants can’t give financial advice and a Financial Advisor can’t give tax advice unless they’re a tax Financial Advisor.

2. Accountants can’t legally discuss advice around superannuation, retirement planning, wealth creation, investments, debt reduction, insurances, estate planning and asset protection, which are all important aspects of someone’s financial future.

3. Financial Advisors can do all of the above and if they are a tax Financial Advisor can also complete everything that an Accountant can do.

4. Accountants don’t plan for the future, the only complete the paperwork after June 30 and tell clients what they could have done but at this stage it’s too late.

Simon Cooper

Co-Founder, Managing Director, Financial Adviser

Simon is a financial advisor who takes his work seriously. He ensures that all of his clients receive the best possible advice, so that they can reach and exceed their financial goals, both personally and professionally. Simon has been in the business for many years, and has a wealth of experience to share with his clients. He is known for being friendly and approachable, and always puts the needs of his clients first. Simon Cooper is an Authorised Representative of Reedy Capital Pty Ltd (AFSL No. 495539), Authorised Representative Number 1248807 and a financial adviser at Forward360.

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