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Financial Advisor

Financial advisors are professionals who can help you plan and manage bigger financial decisions.
A financial advisor can help you set financial goals so you feel confident that your future plans are achievable. If you’re not on track to achieving your goals, an adviser can help you put the right strategies in place, or set more realistic goals.

Financial advice can be useful at turning points in your life, like when you're starting a family, being retrenched, planning for retirement or managing an inheritance.

When you meet with an advisor for the first time, it's important to work out what you want to get from the advice. An advisor should take the time to discuss what's important to you and ask about your short and long term goals before they make any recommendations.

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