Looking to make some changes to your finances? Perhaps you like some professional guidance on how to earn, save, and spend wisely. If so, you might be on the lookout for a reliable financial planner in Canberra.
Investing in a quality financial planner can help you make all-important financial decisions that may lead to a lifetime of comfortable living.
Unfortunately, finding an advisor you can trust isn’t always easy. To help you overcome this hurdle, we’ve read through our readers’ honest feedback, and come up with this list of the top financial planners in the Canberra region.
What Makes a Reliable Financial Planner?
You don’t want just anyone guiding your financial decisions – you want the very best in the business. To help steer you in the right direction, here is a list of the top traits we believe the most reliable financial planners have.
- Experience. The world of finance is complex and ever-changing. Specialist knowledge and long-term experience can give you access to a whole host of opportunities you otherwise may have missed.
- Qualifications. The best financial planners have a solid background in the financial industry. They give you advice backed by expertise, years of training, and real-world experience.
- Understanding. No two people’s financial situations are the same, and everyone wants something unique out of their future. The most reliable financial planners understand your individual wants and needs, and can help you make them a reality.
- Honesty. There’s no point hiring a financial planner that promises you the world, but cannot deliver. Although opting for a planner that guarantees unrealistic financial success may be tempting, it could result in disappointment.
- Creative. Creative financial planners are able to think smart, and come up with innovative financial solutions.
- Up-to-date. All good financial planners keep up with rules, regulations, trends, and opportunities in the industry. An up-to-date planner can help you take advantage of new policies and products.
The Top Three Financial Planners in Canberra
After reading through your feedback and conducting some local research, we’ve put together this list of the top three financial planners in Canberra.
1. Clarity Financial Group
For more than a decade, Clarity Financial Group has provided Canberra residents with top quality mortgage broking and financial services.
With a solid commitment to the future of their clients, the expert team at Clarity can help their customers implement a wealth building strategy that ensures long-term financial comfort.
Dedicated to offering ethical, reputable financial advice, Clarity Financial works hard to exceed client expectations while abiding by all government compliances.
2. Fiducian Financial Services
Fiducian Financial Services is an Australia-wide group of qualified financial planners situated in all capital cities and regional centres. The planners at Fiducian believe that expert financial advice can benefit individuals from all walks of life.
In addition to their generalised planning services, Fiducian offers a range of specialised services. From aged care to small business, redundancy and estate building, you will discover an advisor with expertise relevant to your unique situation.
One commenter, justsomeaussie, had this to say. “I can recommend Cameron Darrow at Fiducian Financial Services. He’s been great providing lots of advice to my wife and I on our super and planning for the future.”
3. Rise Financial
Looking to take control of your financial situation? Rise Financial can help you make the right decisions at the right time.
Offering a range of practical services and financial check-ups, the team at Rise pride themselves on their truly independent advice. Committed to their customers, Rise Financial offers in-person, Skype, and phone appointments.
Your Experience with Financial Planners in Canberra
Have you used any of the companies listed above? Maybe you regularly seek advice from another financial planner. Share your experience in the comments area below.