When someone needs help managing their money professionally, they usually turn to a financial planner.

A financial planner analyses your financial objectives and your current financial situation and provides expertise and guidance to help achieve your goals.

If you’re thinking about hiring a financial planner, Blenkhorn Kirkwood’s financial planners help you chart a course for your financial life, from budgeting and saving, reducing your tax burden and leaving a financial legacy for your children.

Areas of Financial Planning

Depending on your financial goals you can enlist the help of a planner that focuses on that particular area. Do you need someone specialising in taxes, investments, retirement or estate planning?

Here’s how Blenkhorn Kirkwood’s financial planners can help:

• Meet with you to assess your current financial situation and future goals.
• Create a detailed plan for each of your major financial concerns: retirement, university planning, insurance, minimising tax burdens, etc.
• When unexpected financial issues arise in your life, we offer guidance.
• Set up investment accounts and invest funds for you.
• Establish the best financial vehicles for you, such as insurance policies or mortgages.

Financial Advice for Major Life Events

Certain events often prompt a person to seek out financial advice. These events usually have to do with a major life change. You might be more likely to seek out financial advice from a professional in one of these situations:

• You are nearing retirement.
• You have inherited money and need advice on the best way to invest it.
• You are recently married and need guidance on managing your finances as a couple.
• You are recently divorced and need guidance on how to move forward as a single person.
• I am planning to have a child, or just had a child, and I want to provide for their future.
• You don’t know much about the best way to manage your finances, and would rather seek help from a professional.

Why You Need a Financial Planner?

With all of the information available to us in the media, and the multitude of online platforms dedicated to personal finance, do you really need a financial planner?

Your answer to this question will lie in your knowledge of the finance world. How much do you know about investments? Do you often educate yourself on wealth management and financial topics and research certain assets? Do you have the required time to research, monitor, and make timely changes to your portfolio?

You then need to consider any relevant investment and insurance regulations, tax laws or similar legislation that could impact your financial situation.

A financial planner can handle all of this and more, reducing the cognitive burden and giving you peace of mind for your financial future.

Blenkhorn Kirkwood Financial Planning

Our team of financial planners offers tailored financial advice that caters to all stages of life.

We will provide you with a comprehensive overview of your finances, help you set and reach your goals and get the most out of your financial position.