06. What does a financial planner actually do?
I can't speak for all financial planners as each practice and individual adviser can do things differently.
At Bisi Money, our focus is on helping you stay informed of your complete financial position, both past, present and future through the use of technology. We use award winning software to connect to your bank accounts, credit cards, and loan accounts so every dollar your earn and spend is accounted for. When you are engaged with your financial position and your financial progress, you are much more likely to hit your goals and make great financial decisions.
We are different in that we are very happy to work with your other advisers such as mortgage brokers, property buyers agents or accountants. If you want to buy investment properties, we will show you how to pay for them.