Business Spotlight Interview with Sarah Steele
This week, Andi gets to chat to Sarah Steele from Yellowtail Financial Planning – and one of her dogs pops in to say hello too! Sarah works alongside her team at Yellowtail to simplify, clarify and demystify the world of Financial Planning, for those in need of ensuring everything is in place as needed.
In their own words, “Yellowtail Financial Planning is an Award-Winning independent firm looking after the financial affairs of a small number of individuals and families.” Well worth a watch to find out about the experience Sarah has of moving from a highly-corporate role, to Executive Director, and what she has learnt in the process.
Who needs a financial planner?
There are several reasons why you might need a financial planner:
- Setting Financial Goals: A financial planner can help you define your financial goals, whether it’s saving for a deposit on a house, planning for retirement, or saving for your children’s education – particularly those wanting to avoid paying the now much higher tuition fees at British Universities, and helping their children avoid entering the workforce in debt.
- Creating a Financial Plan: A financial planner can create a comprehensive financial plan that takes into account your current financial situation, your goals, and your risk tolerance. The plan can help you make informed decisions about investments, retirement planning, estate planning, and other financial matters.
- Managing Investments: A financial planner can help you manage your investments and create a diversified portfolio that aligns with your goals and risk tolerance.
- Tax Planning: A financial planner can help you plan for taxes and optimize your tax strategy to minimize your tax liability.
- Retirement Planning: A financial planner can help you plan for retirement, including estimating how much you need to save, choosing retirement accounts, and developing a withdrawal strategy.
- Estate Planning: A financial planner can help you create an estate plan that outlines how you want your assets distributed after your death and helps minimize estate taxes.
Overall, a financial planner can provide you with expert guidance and help you make informed decisions to reach your financial goals, and finding one that you know, like and trust to do the job with your best interests at heart can be crucial to achieving the goals you have set for yourself professionally and personally. Why not book in a call with Sarah, or one of her team at Yellowtail, to see how they might help you?
