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.
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:
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:
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.
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.
We want to inspire you, help you and guide you to feel financially secure and comfortable whilst enjoying the lifestyle you deserve and protecting the important things that matter - you and your family. We want to hear your story, interests and expectations.