Is financial advisor same as financial planner?

cordell252 · Apprentice Joined: 31 Jul 2010 Posts: 1

I have started a business and I expect to get a pretty good profit from it. I will be mostly in trading and I seek to assure the best possible position. I would like to know one thing. Is financial adviser same as financial planner? If anyone could tell me some more info, that would be great.

zed1357 · Apprentice Joined: 20 Jan 2010 Posts: 1

Through your business you can see that the options in front of you are the ones mainly considering improving what you built. Most particularly, through extensive research, advertising, spreading your business, taking loans to make investments, etc. Now, the goal of a financial adviser is mainly to help with any aspect of your business you designate him to do, and the best criteria for choosing is reputation and experience. Now, advisers can help even with retirement and financial planning, even though financial planner is not always the same as the planner. Along with that, you an consult them if you have any problems with tax return, or student loans and credits, if you are in such a position.

ker1004 · Apprentice Joined: 26 Jul 2010 Posts: 1

When you are running any kind of business, you have both certain assets, gained from profits you made, but also expenses, too. Simply put, any transaction you make is a cash flow in some sense, and tracking it gives you pretty good picture just where is your money going, and how much you should maybe cut your costs. Financial advisers should be able to help in all these areas. There are many good advisers and even more bad ones. If you do not have a proper financial education you have to rely on them, but that does not mean you can not know whether they are doing a good job. Аbove all else, you should check your books, track your dealings, and see whether there is any improvement.

aubree · Apprentice Joined: 23 Jul 2007 Posts: 1

Knowing about the inflation is very important in terms of money supply. Simply put, money behaves by the same principles as other goods. If there is more of it, it is less valuable. So, when the supply is high, value drops, which means rise of prices to cover for that fall. Rise of prices is practically the definition of inflation, and it triggers less spending power as well. Your adviser can help, but not every client is in great position, and advisers cannot do wonders. If you want to become one, you need an economic degree, good reputation and a lot of experience before that. Hope this helps.

misaelwade · Apprentice Joined: 19 Feb 2011 Posts: 2

Yes,financial adviser is same as financial planner.They can only do some what a bank employee can.I think finding a financial planner is same as shopping a car.The same qualities are important for your relationship with your financial planner, who must exhibit a high willingness to communicate well with you.All the best for your bussines.

symondpole64 · Apprentice Joined: 13 Sep 2011 Posts: 1

Financial advisors do have a big job in any businesses today. They do know how to monitor the coming in and out of money in your firms. They can give you some tips on how to manage your finances wisely.

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bevanwillson · Apprentice Joined: 12 Nov 2011 Posts: 1

Find the right planner is the first step to meeting your specific financial goals. You need an advisor who is not only competent and professional, but has integrity, is trustworthy and ethical.

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arlenefay · Posted: 12/29/11 - 11:48 Post subject: Small Business Loan

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harlodmeck · Apprentice Joined: 18 Feb 2012 Posts: 1 Location: London

Momentum planning would be the best option for you for the better financial planner. They are the western Australian wealth management and lifestyle planning based in Como. They provide trusted advisors to both local and national clientele, supporting them to achieve financial and personal success.