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- An Investment Planner is a practicing professional who helps people to deal with various personal financial issues through proper planning, which includes but not limited to these major areas: tertiary education planning, retirement planning, investment planning, risk management and insurance planning, tax planning, estate planning and business succession planning (for business owners).
- Provide direction and meaning to financial decisions.
- Allows a person to understand how each financial decision affects the other areas of finance.
- Allows a person to adapt more easily to life changes in order to feel more secure.
