Many investors often find their investment portfolio develops in a very haphazard way.
They may end up with a bundle of paper that represents their assets, but there's no real structure or strategy in place. The way to get your financial situation in order is to have a proper plan that looks at what you have, where you are now, and where you want to be in five, ten or twenty years time. The only way to do this is by putting a financial plan together. And to develop a sound financial plan, you need professional help. The role of a financial planner is to help you understand and assess your situation, they can then draw up an individual plan aimed at achieving your own financial and lifestyle goals.