22 April 2024

How your financial planner will support you and your loved ones.

As we navigate life's milestones, including retirement and estate planning, it's crucial to understand how financial advisers can support us and our loved ones.

Here's a breakdown of key insights from a recent article published on Professional Planner that sheds light on how financial planning can benefit you and your family.

  1. Compassionate Support: Financial advisers are not just number crunchers; they are there to provide compassionate support during challenging times. Whether it’s dealing with the loss of a loved one or navigating complex financial matters, having a trusted adviser can ease stress and provide guidance.

  2. Clarity in Documentation: In times of need, quick access to essential financial information is vital. Your adviser should be ready to provide clear and organised documents like wills, insurance policies, and asset details, ensuring your family has everything they need when it matters most.

  3. Building Trust Over Time: Trust is the foundation of any meaningful relationship, including the one you have with your financial adviser. As you work together over the years, sharing more about your goals, preferences, and aspirations, trust grows, leading to a more comprehensive and tailored financial plan.

  4. Embracing Technology: Digital tools play a significant role in modern financial planning. They not only streamline processes but also ensure that your financial information is securely stored and easily accessible whenever you need it.

  5. Preparing for the Future: Wealth transfer between generations is a significant aspect of financial planning. Your adviser can help you navigate this process, ensuring that your legacy and financial goals are passed on seamlessly to your heirs.

  6. Connecting Across Generations: Your financial adviser isn’t just there for you; they can also support your family members, including children and heirs. By fostering relationships early on, they can understand evolving financial needs and provide valuable guidance for the future.

  7. Peace of Mind: Ultimately, comprehensive financial planning is about providing you with peace of mind. Knowing that your financial affairs are in order and that you have a trusted adviser by your side can bring a sense of security and confidence as you journey through life’s phases.

In summary, your financial adviser is more than just a professional; they are a partner in securing your financial well-being and legacy. By leveraging their expertise, embracing technology, and building trust-based relationships, you can navigate financial complexities with clarity, control and confidence, ensuring a brighter financial future for yourself and your loved ones.


Philip Hall, Head of Financial Planning , Senior Adviser.

Freedom = Travel and Beach Time.

Phil is an experienced planner who enjoys working with clients to meet their financial goals now and into the future. Having previously been a teacher, Phil educates and guides clients; enabling them to make informed decisions to build, protect and manage wealth through a broad range of financial strategies.

Phil grew up in Hobart, but has worked and travelled widely overseas and interstate prior to returning and settling in Tasmania. He commenced working in the Financial Services industry in 2002 and has completed an Advanced Diploma in Financial Planning, several specialist courses in ASX listed products, SMSF, margin lending and is a Certified Financial Planner®. Phil enjoys travel, getting outdoors and spending time at the beach with his family.


Masters of Financial Planning, Bachelor of Education (Honours), CFP®, LinkedIn