The 5 key components of an excellent financial plan includeGoalsCash flow projectionsRisk assessmentInvestment strategy (e.g. buying that property you’ve been eyeing)Regular review Your local financial planner will usually cover all five, but some may include items such as debt management, taxation planning, a retirement plan, insurance, and emergency funds. If you think these extra items will benefit your lifestyle and peace of mind, feel free to ask the Tasker about them.