Financial Priests!

by Teresa Frangos.

I’ve come to realise that financial planners are like priests, someone you can trust to confess all details regarding your finances, things that you would not tell another soul like wages, bank account balances, loan and credit cards balances and repayment amounts, value of all your assets, etc. etc. And not only that – but also your future plans.

You must tell the truth, leaving nothing out, and with this information your “financial priest” (planner) who is also bound by confidentially, will advise you on how many “Hail Mary’s” need to be done to get you to retirement heaven.

This blog contains information that is general in nature. It does not take into account the objectives,
financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

If you decide to purchase or vary a financial product, your financial adviser, AMP and other companies within the AMP Group may receive fees and other benefits. The fees will be a dollar amount and/or a percentage of either the premium you pay or the value of your investment. Please contact us if you want more information.

PB Financial Solutions Pty Ltd – trading as Burke Britton Financial Partners & Securelife Financial Solutions  ABN 67 097 381 523 is an authorised representative and credit representative of AMP Financial Planning Pty Limited, Australian Financial Services Licensee and Australian Credit Licensee ABN 89 051 208 327. Licence No: 232706

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