Those who offer financial planning services in Australia aren’t always the same. Many give blanket advice or try to fit every client into the same system of investing without first assessing their needs.
At Approved Financial Planners, we know that everyone’s situation is as different as their fingerprints and we go to great lengths to get all of the information we need to help you formulate a plan to get you where you want to be when you want to be there.
We strongly suggest advice from a Perth professional, but here are five DIY mistakes that we think it would be wise to avoid.
Not Doing Your Homework
Whatever you plan to use as an investment vehicle, your chances of success are usually proportionate with the knowledge you have amassed concerning that investment vehicle. If you don’t, you might as well be a welder trying to do heart surgery.