Think that meeting with a financial advisor is a one time occurrence? Think again. To really get the most out of financial planning services, you should be meeting with your advisor a few times a year, as well as any time you need to make a big financial decision. Your financial advisor is a great resource for you, and the more you take advantage of their services, the more confident and empowered you will feel financially.

So why should you see your financial advisor?

The biggest reason you should see your financial planner regularly is so you can manage your budget effectively. This is one of the most helpful benefits of having a financial advisor; they take the guesswork out of creating a budget, and they can give you advice that will help you stick to the budget as well. If you meet with your financial planner just once, it will be much harder to follow the budget plan, especially as various circumstances in your life change. If you continue to meet with your financial planner, they can adjust your budget to meet your needs as they evolve.

Do you make investments?

You should also see your financial planner frequently if you are making regular investments. Since your financial planner will be helping you choose where to invest your money and how to manage it, it is very important to meet with your advisor frequently to analyse your investments and decide whether you should invest your money in something else. A financial planner can also help you with investing your retirement or superannuation accounts, and help you stay on track when it comes to saving money.


Don’t throw your money around – work closely with a financial advisor to ensure that you are getting the most out of your investments.

Seeing your financial planner on a regular basis can make a real difference in your financial success. If you find that you consistently struggle to keep track of your finances, you should set a date today. Get in contact with BIS Cosgrove and talk to one of our professionals about how we can help you.