Question: At what time in your life should you enlist the help of a financial planner ? Answer:
You can use a planner to help with setting up goals at any age from 18 onwards. You can enlist a planner at any stage, however it becomes more important as you start to gain assets and superannuation.
We generally start someone with a planner when they have $3-5K in savings and want to set up an ongoing saving plan.
Planners can also help plan for life goals like saving for a home, investing, education, and retirement.