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Ask an Expert will re-open in May 2010. Keep an eye out for more.
Financial planners, who are members of the FPA, will answer your questions on financial matters as wide-ranging as superannuation, savings and investments, managing tax and retirement planning.
Ask an Expert is now closed but will re-open on the 24 May 2010. The service is launched every year during FPA’s Financial Planning Week 2010 (24-30 May) and will be available for a month.
Ask an Expert is designed to give you an introduction into the benefits of financial planning advice. The advice provided by email may be limited as it will not take to account all your personal circumstances and details.
While this service will help Australians to make more informed decisions about their financial matters, the FPA encourages Australians to seek the full services of a professional financial planner where appropriate.
The financial planning process is quite comprehensive and rigorous. When a financial planner develops a financial plan for you, known as a Statement of Advice (SOA), a financial planner will follow a structured six step process to help understand your needs and recommend an appropriate strategy. We recommend you to read more on the six step financial planning process here.
Click here to view the Q&A archive from past Ask an Expert programs and see some example questions that our financial planning experts can assist you with. To illustrate just how much value a financial planner can provide, we also encourage you to read a series of real life case studies.
Last year we received over 460 questions from consumers looking to better their financial circumstances. Thank you to those Australians who submitted questions.
Here is what some consumers said about the service in 2009.
“I found the service very easy to use and was answered very promptly considering the service was free.”
“Very concise, friendly and informative. I have taken details and aim to use the firm when necessary.”
“I was pleasantly surprised with the amount and detail of the assistance provided, it was much more than I anticipated. I found the information given very useful for my situation, giving me some insights and aspects to think about that I hadn't considered previously. Thank you.”
“Expert was quick to understand my needs, and gave me honest advice about my existing portfolio, with some suggested actions.”
“I wish you do the program at least ones a month. The answer to my question was quick and very helpful.”
“The level of detail in the answer received far exceeded what I was expecting. A very good service”
Thank you also to our dedicated panel of experts who volunteered to answer the hundreds of questions that were submitted in 2009. To view the names of each expert, click here.
Keep an eye out for consumer programs being held during the FPA’s Financial Planning Week 2010 (24-30 May).
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