Renette Zeelie: 018 786 1882 | Charl Oosthuizen: 083 377 1441 | Johan Potgieter: 072 928 5380

What is a Financial Advisor?

by | May 15, 2014 | Blog | 0 comments

The financial advisor is an individual who helps individuals understand their investments and other forms of financial planning. This professional will spend the time going over the entire scope of the financial investments. This includes taxes, transaction fees and other factors that impact the investment. While sometimes confused with being a broker, what makes the financial advisor different is that they will also provide assistance with saving money, creating budgets for clients and helping to get an individual out from under debt.

Even with this, the main source of income does come from retirement planning and the options a person has. This professional will spend the time looking over trends and helping a person to invest while reducing any tax liabilities that may occur. At the same time, investments in different forms are done in a manner so that a budget can be maintained and the amount of risk an individual faces with their finances is kept to a minimum.

Because of how important this position is, it is going to be critical to take the time to select the financial advisor that best suits your needs. It is important that you not only feel like you can trust this person, but it should be someone you plan dedicating years of investments with. It will also be important to understand which professionals charge set fees and which ones have percentages they charge. Knowing this is going to help you to ensure that you eventually invest with the right person.

After all, the goal of the financial advisor is to help you achieve your financial goals without having you break your comfort level. Just understand that all financial investments do come with a risk. It is critical that you consider the risks of all your investments before you move forward and place any money into a financial plan you aren’t comfortable with.

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Renette Zeelie

Tel: 018 786 1882

Fax: 086 617 8136


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