Tag: Financial Planner

5 Steps To Ensure You Choose The Right Investment Or Financial Planner

5 Steps To Ensure You Choose The Right Investment Or Financial Planner

March 22, 2022 Business Advice

As you have built and continue to run your business, we are sure you have sought advice and guidance from many professionals relating to your business and its finances such as your accountant or commercial lawyer.

That same principle applies when it is your personal finances that are being considered and this is where you may wish to meet with investors or financial planners.

To clarify the difference is not easy as the two roles often overlap and you will even find two people advising on the same financial matters, with the first company designating them as a financial planner, and the second company calling theirs an investment planner.

Aspects of Business

12 Aspects of Business a Financial Planner Looks at

February 23, 2017 Finance Advice

According to experts Andep, correct financial planning is an essential part of conducting business successfully.

If you are considering purchasing a business or starting up one from scratch, having a financial advisor will be a great help and can save you a lot of money.

If you are new to business, you might be wondering exactly what role a financial planner would play in your business.

Here are some of the aspects of business a financial expert would look at to help you: –