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Financial planning

Financial planning


Need help with managing your money and growing your savings?

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If you're planning to buy a house or set long-term financial goals, or if you're just wondering what to do with a lump sum of cash, a financial planner can give you professional advice and help you manage and grow your money. But how do you find a good one? We'll show you what to look for when searching for a trustworthy financial planner, and how to get the most out of their services.

Buying guides

How to find the best financial planner Before you pay an adviser, make sure they're putting your needs first.

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We at CHOICE acknowledge the traditional custodians of this land on which we work, and pay our respects to the First Nations people of this country. CHOICE supports the First Nations people's Uluru Statement from the Heart.

In our role as a consumer advocate, CHOICE may publish opinions of the general insurance market, with the intention of improving general insurance for Australian consumers. In addition, ACA Insight Pty Ltd (AFSL 550139) (ACA Insight), owned by CHOICE, provides any general advice on general insurance products. This advice does not take into account your objectives, financial situation or needs. Consider the appropriateness of the advice before acting on it. Read the Product Disclosure Statement relating to any insurance product before making a decision to buy it.