If you're not sure if you need to see a financial planner, it's a good sign that you probably need to. Uncertainty about financial matters is commonplace. As financial planners, our role is to clear up that uncertainty. It's never too soon to seek advice regarding your finances, but it is possible to leave it too late.

How can a financial planner help me?

The planner's primary role is to learn from you what your current financial situation is, what your goals are, and what you're willing to do to achieve them, then construct a plan or strategy for you. In some instances, the plan may be all a client needs, but the service doesn't stop there. You financial planner can also facilitate the implementation of that plan by assisting with the application for investment products or loan facilities, liaising with financial institutions and regulatory bodies on your behalf, reviewing investment performance, and providing ongoing advice based on this review and your established strategy. Should your goals change, your plan will need to be updated. Obviously, this requires an ongoing relationship with your financial planner. Our track record of over 25 years gives you the confidence that we'll be there to see your plans through as we have for literally thousands of clients in the past.

It's fairly common that people think they can pick their own investments as well as any planner can. This may be true at a superficial level, but when you consider the sheer number of options available, the time taken for an individual to consider them all becomes prohibitive. So a planner representing a large collection of clients obviously has much greater efficiency in this regard. Your financial planner will have access to a vast array of information regarding currently available investment products, and the experience to recognise the true value of each, and more importantly, how it applies to your strategy. Beyond simply picking an investment, your planner will identify and communicate to you the risks associated, and how you can mitigate that risk.

Personalised advice to suit your needs

Parkhill Financial Planning advice is tailored to meet your individual objectives, situation and needs. We do not use a 'one size fits all' formula for our clients. We strive to provide the advice that we believe is most appropriate to assist you in achieving your aims and objectives. And as a smaller group we can adapt our services to meet your particular needs.

Our licensee IFP is privately owned, with no ownership ties to any fund manager or financial institution, allowing us greater independence. We are not required or influenced through ownership to recommend or direct you toward any particular investments or financial products. To ensure advice is appropriate to your needs, we will ask you for personal information. Of course you have the right not to divulge information however you should carefully consider any warnings we give you regarding possible consequences of us not having complete knowledge of your circumstances. Your adviser is an authorised representative of Integrity Financial Planners and FP is responsible for their advice. All authorised representatives have been individually assessed as having the competencies, knowledge, skills and integrity necessary to deliver quality financial services and advice to our clients.

Clear and documented advice

Advice provided by Parkhill Financial Planning as a representative of IFP shall be documented in a Statement Of Advice. Similarly all instructions from clients are to be confirmed in writing. Note: We will not normally provide advice by phone or act on telephone instruction unless such circumstances are supported by written instructions.